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
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$18M
3 +$16.6M
4
BND icon
Vanguard Total Bond Market
BND
+$10.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.37M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.7%
2 Healthcare 1.26%
3 Consumer Staples 0.69%
4 Energy 0.32%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2K ﹤0.01%
+10,000