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
$188M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.1%
2 Financials 0.62%
3 Technology 0.58%
4 Healthcare 0.48%
5 Energy 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$198K 0.11%
13,658
-580