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
$203M
AUM Growth
+$697K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$822K
2 +$205K
3 +$202K
4
VTV icon
Vanguard Value ETF
VTV
+$180K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$152K

Sector Composition

1 Industrials 1.22%
2 Financials 0.61%
3 Technology 0.41%
4 Healthcare 0.37%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$217K 0.11%
6,211
52
$204K 0.1%
12,910
53
-1,021
54
-1,181