BWM
Benchmark Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
+6.37%
1 Year Return
+12.21%
3 Year Return
+42.71%
5 Year Return
+61.35%
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+8.8%)
Cap. Flow
+$3.96M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
83.61%
Holding
48
New
3
Increased
16
Reduced
10
Closed
–
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$1.09M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.08M |
| 3 |
Vanguard Growth ETF
VUG
|
$670K |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
$230K |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
$219K |
Top Sells
Sector Composition
| 1 | Industrials | 1.36% |
| 2 | Healthcare | 1.13% |
| 3 | Consumer Staples | 0.59% |
| 4 | Technology | 0.32% |
| 5 | Energy | 0.21% |
