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
$139M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.55M
3
+$1.23M
4
VUG icon
Vanguard Growth ETF
VUG
+$874K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$833K

Top Sells

1
+$3.9M
2
+$659K
3
+$570K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$403K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$387K

Sector Composition

1 Industrials 1.65%
2 Healthcare 1.39%
3 Consumer Staples 0.49%
4 Energy 0.46%
5 Technology 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.15%
15,775
52
$201K 0.14%
+6,211
53
– –
-5,558
54
– –
-1,508
55
– –
-9,750
1 2
3