BWM
Benchmark Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
+4.69%
1 Year Return
+12.21%
3 Year Return
+42.71%
5 Year Return
+61.35%
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.02%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
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% |