BWM
Benchmark Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
+9.22%
1 Year Return
+12.21%
3 Year Return
+42.71%
5 Year Return
+61.35%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+4%)
Cap. Flow
+$457K
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
85.51%
Holding
50
New
2
Increased
8
Reduced
21
Closed
4
Top Buys
| 1 |
iShares Morningstar US Equity ETF
ILCB
|
$5.38M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.91M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$2.15M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$226K |
| 5 |
Exxon Mobil
XOM
|
$219K |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$8.4M |
| 2 |
Vanguard Growth ETF
VUG
|
$606K |
| 3 |
AT&T
T
|
$226K |
| 4 |
iShares US Consumer Staples ETF
IYK
|
$224K |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$223K |
Sector Composition
| 1 | Industrials | 1.4% |
| 2 | Healthcare | 0.98% |
| 3 | Consumer Staples | 0.53% |
| 4 | Technology | 0.28% |
| 5 | Utilities | 0.2% |
