BWM

Benson Wealth Management Portfolio holdings

AUM $73.1M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.42M
3
+$1.31M
4
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$1.16M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$1.11M

Top Sells

1
+$7.47M
2
+$2.64M
3
+$1.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 7.17%
2 Consumer Discretionary 6.18%
3 Real Estate 5.9%
4 Consumer Staples 4.93%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$475B
$5.84M 7.99%
10,125
-12,304
IBIT icon
2
iShares Bitcoin Trust
IBIT
$61.9B
$4.42M 6.05%
115,114
-10,109
SPG icon
3
Simon Property Group
SPG
$66.3B
$4.12M 5.64%
22,093
-516
DNOV icon
4
FT Vest US Equity Deep Buffer ETF November
DNOV
$392M
$3.83M 5.24%
79,960
-24,091
WMT icon
5
Walmart Inc
WMT
$959B
$3.43M 4.69%
27,593
+1,596
RDVY icon
6
First Trust Rising Dividend Achievers ETF
RDVY
$22.3B
$2.79M 3.82%
40,918
-1,189
NVDA icon
7
NVIDIA
NVDA
$5.22T
$2.35M 3.22%
13,477
-378
AIRR icon
8
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.2B
$2.32M 3.18%
20,962
+12,533
TSLA icon
9
Tesla
TSLA
$1.6T
$2.24M 3.07%
6,029
-662
QCJA
10
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$84.8M
$2.18M 2.98%
101,179
+4,595
AMZN icon
11
Amazon
AMZN
$2.86T
$2.17M 2.97%
10,423
-11,994
BUFR icon
12
FT Vest Fund of Buffer ETFs
BUFR
$9.5B
$1.96M 2.68%
58,004
+26,034
BAPR icon
13
Innovator US Equity Buffer ETF April
BAPR
$399M
$1.91M 2.61%
39,018
-27,546
FNOV icon
14
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
$1.63M 2.23%
30,579
+2,946
GLD icon
15
SPDR Gold Trust
GLD
$151B
$1.45M 1.98%
3,369
-387
GBTC icon
16
Grayscale Bitcoin Trust
GBTC
$11.4B
$1.41M 1.93%
26,757
-2,515
GRID icon
17
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$10.8B
$1.4M 1.92%
+8,560
AIQ icon
18
Global X Artificial Intelligence & Technology ETF
AIQ
$9.94B
$1.33M 1.81%
28,415
-33,890
HYTI
19
FT Vest High Yield & Target Income ETF
HYTI
$87.5M
$1.28M 1.75%
66,432
+30,577
SHLD icon
20
Global X Defense Tech ETF
SHLD
$7.73B
$1.24M 1.7%
+17,561
AAPL icon
21
Apple
AAPL
$4.54T
$1.17M 1.6%
4,620
-5,177
BUFG icon
22
FT Vest Buffered Allocation Growth ETF
BUFG
$307M
$1.16M 1.59%
43,165
+42,086
BUFQ icon
23
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.45B
$1.11M 1.51%
31,291
+30,581
MSFT icon
24
Microsoft
MSFT
$3.11T
$1.09M 1.49%
2,949
+428
SMH icon
25
VanEck Semiconductor ETF
SMH
$64.4B
$1.07M 1.46%
+2,788
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