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
$207M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Sells

1 +$5.61M
2 +$4.15M
3 +$463K
4
VB icon
Vanguard Small-Cap ETF
VB
+$431K
5
BND icon
Vanguard Total Bond Market
BND
+$375K

Sector Composition

1 Financials 4.17%
2 Industrials 1.25%
3 Healthcare 0.46%
4 Consumer Staples 0.4%
5 Energy 0.33%