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
$128M
AUM Growth
-$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$919K
2 +$879K
3 +$626K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$528K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$403K

Sector Composition

1 Healthcare 1.42%
2 Industrials 1.36%
3 Consumer Staples 0.46%
4 Energy 0.4%
5 Technology 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,211
52
-5,722