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
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$975K
3
+$416K
4
BND icon
Vanguard Total Bond Market
BND
+$354K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$302K

Top Sells

1
+$162K
2
+$155K
3
+$74.8K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$68.1K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$35.2K

Sector Composition

1 Industrials 1.55%
2 Healthcare 0.97%
3 Consumer Staples 0.44%
4 Technology 0.28%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$388K 0.27%
20,436
+1,212
27
$386K 0.27%
1,774
+1
28
$372K 0.26%
2,238
29
$368K 0.25%
5,287
+267
30
$356K 0.24%
2,658
31
$341K 0.23%
5,377
+747
32
$335K 0.23%
5,315
33
$319K 0.22%
3,449
+355
34
$302K 0.21%
+4,592
35
$287K 0.2%
1,744
36
$286K 0.2%
1,931
37
$284K 0.2%
709
+1
38
$276K 0.19%
3,406
39
$256K 0.18%
3,474
40
$255K 0.18%
1,812
41
$252K 0.17%
6,414
42
$247K 0.17%
4,797
43
$245K 0.17%
6,211
44
$235K 0.16%
+3,823
45
$230K 0.16%
2,418
46
$221K 0.15%
7,088
47
$216K 0.15%
+2,084
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