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
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$975K
3
+$416K
4
BND icon
Vanguard Total Bond Market
BND
+$354K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$302K

Top Sells

1
+$162K
2
+$155K
3
+$74.8K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$68.1K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$35.2K

Sector Composition

1 Industrials 1.55%
2 Healthcare 0.97%
3 Consumer Staples 0.44%
4 Technology 0.28%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 18.16%
92,197
-56
2
$22.8M 15.64%
217,369
+2,764
3
$19.7M 13.55%
229,717
+4,123
4
$17.6M 12.12%
173,046
+15,555
5
$7.61M 5.23%
33,794
-76
6
$7.48M 5.14%
48,349
+880
7
$5.95M 4.08%
88,676
-1,116
8
$5.66M 3.89%
93,251
-2,553
9
$5.39M 3.7%
213,837
+2,727
10
$4.41M 3.03%
32,088
-1,180
11
$4.1M 2.82%
49,572
+5,028
12
$1.79M 1.23%
103,272
13
$1.67M 1.15%
53,524
+6,276
14
$1.18M 0.81%
45,189
15
$1.09M 0.75%
3,100
16
$975K 0.67%
+28,261
17
$835K 0.57%
21,326
-8
18
$786K 0.54%
6,429
-288
19
$705K 0.48%
6,013
20
$689K 0.47%
2,902
-287
21
$598K 0.41%
11,408
+926
22
$413K 0.28%
1,524
23
$405K 0.28%
4,456
+430
24
$400K 0.27%
5,734
+450
25
$399K 0.27%
1,665
1
2