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
$203M
AUM Growth
+$697K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$512K
3
+$368K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$353K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$163K

Top Sells

1
+$822K
2
+$205K
3
+$202K
4
VTV icon
Vanguard Value ETF
VTV
+$180K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$152K

Sector Composition

1 Industrials 1.22%
2 Financials 0.61%
3 Technology 0.41%
4 Healthcare 0.37%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$751K 0.37%
5,686
27
$744K 0.37%
9,157
+186
28
$729K 0.36%
7,055
-754
29
$689K 0.34%
6,568
-339
30
$648K 0.32%
1,786
+1
31
$624K 0.31%
5,798
32
$540K 0.27%
11,627
+448
33
$524K 0.26%
9,278
-47
34
$515K 0.25%
10,766
+5
35
$447K 0.22%
16,838
-344
36
$421K 0.21%
999
-25
37
$403K 0.2%
3,000
38
$363K 0.18%
1,832
+5
39
$340K 0.17%
13,440
+384
40
$322K 0.16%
2,458
41
$322K 0.16%
4,006
42
$315K 0.16%
2,177
43
$297K 0.15%
2,818
+40
44
$296K 0.15%
1,830
45
$295K 0.15%
1,665
46
$292K 0.14%
4,949
47
$285K 0.14%
1,871
48
$232K 0.11%
4,090
+317
49
$226K 0.11%
1,750
50
$218K 0.11%
2,398
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