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
$142M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$429K
3
+$235K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$199K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$46.7K

Top Sells

1
+$2.01M
2
+$975K
3
+$508K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$424K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$399K

Sector Composition

1 Industrials 1.46%
2 Healthcare 0.98%
3 Consumer Staples 0.45%
4 Technology 0.3%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$352K 0.25%
2,658
27
$347K 0.24%
5,052
-235
28
$341K 0.24%
1,775
+1
29
$340K 0.24%
18,843
-1,593
30
$340K 0.24%
4,828
-906
31
$338K 0.24%
3,828
+379
32
$328K 0.23%
2,238
33
$313K 0.22%
5,315
34
$290K 0.2%
1,931
35
$290K 0.2%
4,592
36
$289K 0.2%
5,722
+925
37
$261K 0.18%
1,614
-130
38
$254K 0.18%
3,474
39
$254K 0.18%
3,206
-200
40
$253K 0.18%
1,812
41
$236K 0.17%
6,211
42
$230K 0.16%
588
-121
43
$228K 0.16%
2,418
44
$220K 0.15%
7,088
45
$212K 0.15%
2,084
46
– –
-28,261
47
– –
-6,414
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