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
$202M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.18M
3
+$765K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$731K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$622K

Top Sells

1
+$13.6M
2
+$1.22M
3
+$208K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$135K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$132K

Sector Composition

1 Industrials 1.23%
2 Financials 0.65%
3 Healthcare 0.52%
4 Consumer Staples 0.43%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$754K 0.37%
7,450
+377
27
$754K 0.37%
7,809
-632
28
$748K 0.37%
8,971
-375
29
$702K 0.35%
6,907
+69
30
$698K 0.34%
1,785
31
$680K 0.34%
5,798
32
$568K 0.28%
+10,761
33
$543K 0.27%
11,179
+101
34
$539K 0.27%
9,325
-98
35
$497K 0.25%
17,182
-800
36
$441K 0.22%
1,024
-100
37
$367K 0.18%
1,827
+207
38
$364K 0.18%
3,000
39
$353K 0.17%
2,177
-539
40
$350K 0.17%
2,458
41
$343K 0.17%
13,056
+196
42
$336K 0.17%
4,006
43
$320K 0.16%
4,949
44
$318K 0.16%
1,871
45
$307K 0.15%
1,830
46
$293K 0.15%
2,778
-120
47
$253K 0.13%
1,665
48
$239K 0.12%
+1,750
49
$238K 0.12%
6,211
50
$232K 0.11%
3,773
-98
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2
3