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
$188M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$888K
3
+$884K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$738K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$314K

Top Sells

1
+$980K
2
+$508K
3
+$295K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$189K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$71.2K

Sector Composition

1 Industrials 1.1%
2 Financials 0.62%
3 Technology 0.58%
4 Healthcare 0.48%
5 Energy 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$723K 0.39%
5,686
27
$716K 0.38%
9,346
-137
28
$687K 0.37%
7,073
+3,135
29
$667K 0.36%
5,798
30
$661K 0.35%
6,838
-470
31
$594K 0.32%
1,785
+1
32
$516K 0.28%
11,078
+963
33
$513K 0.27%
9,423
34
$503K 0.27%
17,982
-1,527
35
$502K 0.27%
1,124
36
$397K 0.21%
2,716
37
$371K 0.2%
3,000
38
$340K 0.18%
2,458
39
$327K 0.17%
12,860
+513
40
$320K 0.17%
4,006
41
$309K 0.16%
1,871
42
$303K 0.16%
1,665
43
$298K 0.16%
4,949
44
$296K 0.16%
1,620
45
$287K 0.15%
2,898
-85
46
$275K 0.15%
1,830
47
$222K 0.12%
3,871
+109
48
$214K 0.11%
6,211
49
$211K 0.11%
2,398
50
$208K 0.11%
+988
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