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
$183M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$986K
3
+$590K
4
VTV icon
Vanguard Value ETF
VTV
+$469K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$308K

Top Sells

1
+$791K
2
+$448K
3
+$355K
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$270K
5
VUG icon
Vanguard Growth ETF
VUG
+$209K

Sector Composition

1 Industrials 1.23%
2 Financials 0.7%
3 Healthcare 0.53%
4 Technology 0.41%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$746K 0.41%
9,483
-65
27
$681K 0.37%
7,308
28
$674K 0.37%
5,798
29
$654K 0.36%
1,784
+1
30
$548K 0.3%
9,423
-133
31
$541K 0.3%
19,509
32
$476K 0.26%
10,115
33
$473K 0.26%
1,124
34
$430K 0.23%
2,716
+1,157
35
$386K 0.21%
3,938
+412
36
$327K 0.18%
1,871
37
$323K 0.18%
4,006
38
$321K 0.18%
1,665
39
$318K 0.17%
2,458
40
$316K 0.17%
12,347
41
$311K 0.17%
1,620
+3
42
$307K 0.17%
2,983
+58
43
$298K 0.16%
4,949
44
$285K 0.16%
1,830
45
$271K 0.15%
+3,000
46
$219K 0.12%
+2,398
47
$218K 0.12%
6,211
48
$216K 0.12%
3,762
49
$216K 0.12%
14,238
-1,039
1
2