BWM
Benchmark Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
+5.12%
1 Year Return
+12.21%
3 Year Return
+42.71%
5 Year Return
+61.35%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+8%)
Cap. Flow
+$3.36M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
85.4%
Holding
50
New
4
Increased
7
Reduced
15
Closed
2
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.54M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.56M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.32M |
| 4 |
Microsoft
MSFT
|
$412K |
| 5 |
iShares US Consumer Staples ETF
IYK
|
$224K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$1.88M |
| 2 |
iShares Morningstar Mid-Cap ETF
IMCB
|
$384K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$365K |
| 4 |
Vanguard Value ETF
VTV
|
$363K |
| 5 |
iShares Morningstar US Equity ETF
ILCB
|
$339K |
Sector Composition
| 1 | Industrials | 1.28% |
| 2 | Healthcare | 1.02% |
| 3 | Consumer Staples | 0.67% |
| 4 | Technology | 0.33% |
| 5 | Utilities | 0.24% |
