BWM
Benchmark Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
-0.84%
1 Year Return
+12.21%
3 Year Return
+42.71%
5 Year Return
+61.35%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+1.8%)
Cap. Flow
+$7.91M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
70.22%
Holding
68
New
16
Increased
11
Reduced
24
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$7.19M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.63M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.27M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.17M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.13M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$5.61M |
| 2 |
Vanguard Value ETF
VTV
|
$4.15M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$463K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$431K |
| 5 |
Vanguard Total Bond Market
BND
|
$375K |
Sector Composition
| 1 | Financials | 4.17% |
| 2 | Industrials | 1.25% |
| 3 | Healthcare | 0.46% |
| 4 | Consumer Staples | 0.4% |
| 5 | Energy | 0.33% |
