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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
CTSH icon
276
Cognizant
CTSH
$20.8B
$1.53K ﹤0.01%
25
CCJ icon
277
Cameco
CCJ
$40.8B
$1.52K ﹤0.01%
+14
HLT icon
278
Hilton Worldwide
HLT
$77.5B
$1.52K ﹤0.01%
5
MET icon
279
MetLife
MET
$59.1B
$1.41K ﹤0.01%
20
FJAN icon
280
FT Vest US Equity Buffer ETF January
FJAN
$1.41B
$1.41K ﹤0.01%
28
EVRG icon
281
Evergy
EVRG
$20.2B
$1.39K ﹤0.01%
17
ABNB icon
282
Airbnb
ABNB
$88.1B
$1.39K ﹤0.01%
11
PFE icon
283
Pfizer
PFE
$138B
$1.38K ﹤0.01%
49
KO icon
284
Coca-Cola
KO
$363B
$1.37K ﹤0.01%
18
RTX icon
285
RTX Corp
RTX
$272B
$1.35K ﹤0.01%
7
RCI icon
286
Rogers Communications
RCI
$17.6B
$1.35K ﹤0.01%
+35
LH icon
287
Labcorp
LH
$23.6B
$1.33K ﹤0.01%
5
-1
LEA icon
288
Lear
LEA
$6.6B
$1.33K ﹤0.01%
11
CB icon
289
Chubb
CB
$141B
$1.3K ﹤0.01%
+4
IXUS icon
290
iShares Core MSCI Total International Stock ETF
IXUS
$58B
$1.21K ﹤0.01%
14
IHG icon
291
InterContinental Hotels
IHG
$24.7B
$1.2K ﹤0.01%
9
ING icon
292
ING
ING
$92.6B
$1.2K ﹤0.01%
46
COP icon
293
ConocoPhillips
COP
$129B
$1.19K ﹤0.01%
9
MO icon
294
Altria Group
MO
$122B
$1.19K ﹤0.01%
18
WM icon
295
Waste Management
WM
$94.6B
$1.15K ﹤0.01%
5
CONL icon
296
GraniteShares 2x Long COIN Daily ETF
CONL
$678M
$1.13K ﹤0.01%
162
FITB
297
Fifth Third Bancorp
FITB
$52.7B
$1.11K ﹤0.01%
24
MRVL icon
298
Marvell Technology
MRVL
$200B
$1.09K ﹤0.01%
11
SSRM icon
299
SSR Mining
SSRM
$6.18B
$1.09K ﹤0.01%
+37
AME icon
300
Ametek
AME
$53.2B
$1.07K ﹤0.01%
5