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
$117M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.19%
2 Healthcare 1%
3 Consumer Staples 0.69%
4 Utilities 0.27%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,111