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
$157M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$3.05M
3
+$2.92M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.43M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$981K

Top Sells

1
+$2.29M
2
+$1.92M
3
+$1.28M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$613K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$484K

Sector Composition

1 Industrials 1.23%
2 Healthcare 1.07%
3 Financials 0.63%
4 Consumer Staples 0.44%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$688K 0.44%
14,353
+5,654
27
$678K 0.43%
5,846
28
$660K 0.42%
9,751
+877
29
$644K 0.41%
11,028
30
$579K 0.37%
2,822
+107
31
$526K 0.34%
5,654
+293
32
$481K 0.31%
10,053
+2
33
$398K 0.25%
1,780
+1
34
$362K 0.23%
1,266
-161
35
$354K 0.23%
1,931
36
$338K 0.22%
2,458
37
$336K 0.21%
1,665
38
$322K 0.21%
+6,038
39
$304K 0.19%
2,898
-1,018
40
$297K 0.19%
11,243
-902
41
$264K 0.17%
1,594
42
$259K 0.16%
4,592
43
$258K 0.16%
5,409
44
$253K 0.16%
3,018
-1,590
45
$253K 0.16%
1,610
46
$245K 0.16%
1,830
47
$228K 0.15%
446
-44
48
$218K 0.14%
6,211
49
$207K 0.13%
15,575
-200
50
$205K 0.13%
4,076
-3,868
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