BWM

Benchmark Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.72M
3
+$1.45M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$102K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$92.4K

Top Sells

1
+$56.5M
2
+$5.14M
3
+$682K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$571K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$500K

Sector Composition

1 Industrials 1.75%
2 Healthcare 0.98%
3 Consumer Staples 0.48%
4 Technology 0.27%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$355K 0.26%
4,026
-614
27
$348K 0.26%
19,224
28
$334K 0.25%
5,020
-176
29
$330K 0.24%
5,284
-660
30
$297K 0.22%
5,315
31
$287K 0.21%
1,744
+35
32
$281K 0.21%
4,630
-112
33
$276K 0.2%
3,094
-882
34
$273K 0.2%
1,931
+60
35
$267K 0.2%
3,406
36
$264K 0.2%
3,474
37
$264K 0.2%
708
+15
38
$246K 0.18%
6,414
39
$244K 0.18%
1,812
40
$237K 0.18%
6,211
41
$236K 0.18%
4,797
42
$225K 0.17%
2,418
43
$217K 0.16%
7,088
-807
44
– –
-9,900
45
– –
-16,941
46
– –
-2,316
47
– –
-13,513
1
2