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
$202M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.18M
3
+$765K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$731K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$622K

Top Sells

1
+$13.6M
2
+$1.22M
3
+$208K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$135K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$132K

Sector Composition

1 Industrials 1.23%
2 Financials 0.65%
3 Healthcare 0.52%
4 Consumer Staples 0.43%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.11%
2,398
52
$205K 0.1%
+1,181
53
$203K 0.1%
12,910
-748
54
$202K 0.1%
+1,021
55
– –
-988
1 2
3