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
$166M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.43M
3 +$1.12M
4
BND icon
Vanguard Total Bond Market
BND
+$1.01M
5
VB icon
Vanguard Small-Cap ETF
VB
+$316K

Sector Composition

1 Industrials 1.23%
2 Healthcare 0.89%
3 Financials 0.63%
4 Consumer Staples 0.42%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,038