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
$157M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$3.05M
3
+$2.92M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.43M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$981K

Top Sells

1
+$2.29M
2
+$1.92M
3
+$1.28M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$613K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$484K

Sector Composition

1 Industrials 1.23%
2 Healthcare 1.07%
3 Financials 0.63%
4 Consumer Staples 0.44%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.13%
3,474
52
– –
-2,238
53
– –
-12,200
54
– –
-3,515
1 2
3