BWM

Benson Wealth Management Portfolio holdings

AUM $89.8M
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
$89.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$7.11M
3 +$5.13M
4
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$4.97M
5
SPG icon
Simon Property Group
SPG
+$4.11M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 8.66%
3 Real Estate 4.88%
4 Consumer Staples 3.49%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBD icon
226
Warner Bros
WBD
$68.6B
$2.74K ﹤0.01%
+95
LDOS icon
227
Leidos
LDOS
$20B
$2.71K ﹤0.01%
+15
WCC icon
228
WESCO International
WCC
$13.6B
$2.69K ﹤0.01%
+11
PH icon
229
Parker-Hannifin
PH
$115B
$2.64K ﹤0.01%
+3
GWRE icon
230
Guidewire Software
GWRE
$12.5B
$2.61K ﹤0.01%
+13
MCD icon
231
McDonald's
MCD
$217B
$2.44K ﹤0.01%
+8
VYM icon
232
Vanguard High Dividend Yield ETF
VYM
$73.1B
$2.44K ﹤0.01%
+17
KLAC icon
233
KLA
KLAC
$203B
$2.43K ﹤0.01%
+2
FPE icon
234
First Trust Preferred Securities and Income ETF
FPE
$6.26B
$2.42K ﹤0.01%
+133
LMT icon
235
Lockheed Martin
LMT
$145B
$2.42K ﹤0.01%
+5
CONL icon
236
GraniteShares 2x Long COIN Daily ETF
CONL
$508M
$2.37K ﹤0.01%
+162
RYAAY icon
237
Ryanair
RYAAY
$30.4B
$2.31K ﹤0.01%
+32
FNF icon
238
Fidelity National Financial
FNF
$12.6B
$2.29K ﹤0.01%
+42
PRCT icon
239
Procept Biorobotics
PRCT
$1.31B
$2.27K ﹤0.01%
+72
AIG icon
240
American International
AIG
$40.9B
$2.22K ﹤0.01%
+26
QCOM icon
241
Qualcomm
QCOM
$132B
$2.22K ﹤0.01%
+13
MRK icon
242
Merck
MRK
$295B
$2.21K ﹤0.01%
+21
CDNS icon
243
Cadence Design Systems
CDNS
$77.2B
$2.19K ﹤0.01%
+7
BLK icon
244
Blackrock
BLK
$149B
$2.14K ﹤0.01%
+2
TM icon
245
Toyota
TM
$266B
$2.14K ﹤0.01%
+10
EXC icon
246
Exelon
EXC
$50.2B
$2.14K ﹤0.01%
+49
CTSH icon
247
Cognizant
CTSH
$29.4B
$2.08K ﹤0.01%
+25
AJG icon
248
Arthur J. Gallagher & Co
AJG
$55.9B
$2.07K ﹤0.01%
+8
CSX icon
249
CSX Corp
CSX
$77B
$2.03K ﹤0.01%
+56
CG icon
250
Carlyle Group
CG
$17B
$1.95K ﹤0.01%
+33