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
LDOS icon
251
Leidos
LDOS
$15.9B
$2.33K ﹤0.01%
15
CSX icon
252
CSX Corp
CSX
$84.6B
$2.3K ﹤0.01%
56
VOD icon
253
Vodafone
VOD
$34.4B
$2.13K ﹤0.01%
142
BBD icon
254
Banco Bradesco
BBD
$36.7B
$2.08K ﹤0.01%
571
TM icon
255
Toyota
TM
$246B
$2.06K ﹤0.01%
10
CW icon
256
Curtiss-Wright
CW
$27B
$2.04K ﹤0.01%
3
WTW icon
257
Willis Towers Watson
WTW
$24.3B
$2.04K ﹤0.01%
+7
AIG icon
258
American International
AIG
$40.9B
$1.96K ﹤0.01%
26
FNF icon
259
Fidelity National Financial
FNF
$13.1B
$1.95K ﹤0.01%
42
CDNS icon
260
Cadence Design Systems
CDNS
$103B
$1.95K ﹤0.01%
7
BLK icon
261
Blackrock
BLK
$167B
$1.92K ﹤0.01%
2
RYAAY icon
262
Ryanair
RYAAY
$31B
$1.85K ﹤0.01%
32
PRCT icon
263
Procept Biorobotics
PRCT
$1.65B
$1.8K ﹤0.01%
72
KDP icon
264
Keurig Dr Pepper
KDP
$39.6B
$1.76K ﹤0.01%
67
ABBV icon
265
AbbVie
ABBV
$381B
$1.74K ﹤0.01%
8
AJG icon
266
Arthur J. Gallagher & Co
AJG
$52.6B
$1.73K ﹤0.01%
8
CCK icon
267
Crown Holdings
CCK
$10.8B
$1.7K ﹤0.01%
17
GS icon
268
Goldman Sachs
GS
$294B
$1.69K ﹤0.01%
2
EIX icon
269
Edison International
EIX
$27.4B
$1.68K ﹤0.01%
23
KMI icon
270
Kinder Morgan
KMI
$75.2B
$1.64K ﹤0.01%
49
CG icon
271
Carlyle Group
CG
$16.4B
$1.6K ﹤0.01%
33
ADI icon
272
Analog Devices
ADI
$193B
$1.59K ﹤0.01%
5
AZN icon
273
AstraZeneca
AZN
$290B
$1.58K ﹤0.01%
8
-8
AEP icon
274
American Electric Power
AEP
$71.6B
$1.57K ﹤0.01%
12
MRK icon
275
Merck
MRK
$302B
$1.56K ﹤0.01%
13
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