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 8.62%
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
BBD icon
251
Banco Bradesco
BBD
$44.3B
$1.9K ﹤0.01%
+571
KDP icon
252
Keurig Dr Pepper
KDP
$40.1B
$1.88K ﹤0.01%
+67
VOD icon
253
Vodafone
VOD
$36.4B
$1.88K ﹤0.01%
+142
ABBV icon
254
AbbVie
ABBV
$397B
$1.83K ﹤0.01%
+8
REXR icon
255
Rexford Industrial Realty
REXR
$8.73B
$1.82K ﹤0.01%
+47
GS icon
256
Goldman Sachs
GS
$277B
$1.76K ﹤0.01%
+2
CCK icon
257
Crown Holdings
CCK
$13B
$1.75K ﹤0.01%
+17
LNG icon
258
Cheniere Energy
LNG
$48.7B
$1.75K ﹤0.01%
+9
STAG icon
259
STAG Industrial
STAG
$7.55B
$1.73K ﹤0.01%
+47
CW icon
260
Curtiss-Wright
CW
$26.1B
$1.65K ﹤0.01%
+3
MET icon
261
MetLife
MET
$51.8B
$1.58K ﹤0.01%
+20
LW icon
262
Lamb Weston
LW
$6.7B
$1.55K ﹤0.01%
+37
BX icon
263
Blackstone
BX
$95B
$1.54K ﹤0.01%
+10
AMTX icon
264
Aemetis
AMTX
$97.3M
$1.53K ﹤0.01%
+1,098
LH icon
265
Labcorp
LH
$23.4B
$1.5K ﹤0.01%
+6
ABNB icon
266
Airbnb
ABNB
$76.7B
$1.49K ﹤0.01%
+11
GSOL
267
GRAYSCALE SOLANA TRUST
GSOL
$45.3M
$1.48K ﹤0.01%
+163
AZN icon
268
AstraZeneca
AZN
$317B
$1.47K ﹤0.01%
+16
FJAN icon
269
FT Vest US Equity Buffer ETF January
FJAN
$1.2B
$1.45K ﹤0.01%
+28
HLT icon
270
Hilton Worldwide
HLT
$72.4B
$1.44K ﹤0.01%
+5
AEP icon
271
American Electric Power
AEP
$70B
$1.38K ﹤0.01%
+12
EIX icon
272
Edison International
EIX
$28.4B
$1.38K ﹤0.01%
+23
DHR icon
273
Danaher
DHR
$148B
$1.37K ﹤0.01%
+6
ADI icon
274
Analog Devices
ADI
$173B
$1.36K ﹤0.01%
+5
KMI icon
275
Kinder Morgan
KMI
$72.8B
$1.35K ﹤0.01%
+49