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
$99.9M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$1.79M
3 +$511K
4
VUG icon
Vanguard Growth ETF
VUG
+$212K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$58.5K

Sector Composition

1 Industrials 1.24%
2 Healthcare 1.22%
3 Consumer Staples 0.73%
4 Utilities 0.28%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-13,082