Benchmark Financial Wealth Advisors, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Benchmark Financial Wealth Advisors, LLC with $332.3M in long positions as of Q3 2025, 79% allocated to ETF, and 54% concentrated in top 10 positions.
- Portfolio Value
- $332.3M
- Top 10 Concentration
- 54%
- Top Sector
- ETF (79%)
- Market Cap Focus
- N/A
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
No data available
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.06%
- Avg. Position Weight
- 0.81%
- Largest Position
SPDR S&P 500 ETF TrustSPY - 9.73%- Largest Ownership Stake
VerifyMe, Inc. Common StockVRME - 0.30%- Avg. Ownership Stake
- 0.000%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q3 2018)
- Avg. New Position
- 1.87%
- Avg. Ownership Stake
- 0.005%
- Largest Position
FlexShopper, Inc. Common StockFPAY - 64.85% (Q4 2021)- Largest Ownership Stake
- FlexShopper, Inc. Common StockFPAY - 1.59% (Q4 2021)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 4.7%
- Value Traded
- $15.71M
- Positions Added
- 8
- Positions Exited
- 3
Historical (Since Q3 2018)
- Avg. Turnover Ratio
- 1050.5%
- Avg. Positions Added
- 7
- Avg. Positions Exited
- 5
- Highest Turnover
- 30121.6%Q4 2021
- Lowest Turnover
- 2.9%Q2 2019