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
ING icon
276
ING
ING
$86.3B
$1.29K ﹤0.01%
+46
AMAT icon
277
Applied Materials
AMAT
$298B
$1.28K ﹤0.01%
+5
RTX icon
278
RTX Corp
RTX
$275B
$1.28K ﹤0.01%
+7
IHG icon
279
InterContinental Hotels
IHG
$21.7B
$1.27K ﹤0.01%
+9
LEA icon
280
Lear
LEA
$6.84B
$1.26K ﹤0.01%
+11
KO icon
281
Coca-Cola
KO
$343B
$1.26K ﹤0.01%
+18
EVRG icon
282
Evergy
EVRG
$18.5B
$1.23K ﹤0.01%
+17
PFE icon
283
Pfizer
PFE
$152B
$1.22K ﹤0.01%
+49
IXUS icon
284
iShares Core MSCI Total International Stock ETF
IXUS
$57.3B
$1.19K ﹤0.01%
+14
FITB
285
Fifth Third Bancorp
FITB
$48.3B
$1.12K ﹤0.01%
+24
WM icon
286
Waste Management
WM
$92.9B
$1.1K ﹤0.01%
+5
J icon
287
Jacobs Solutions
J
$16.2B
$1.06K ﹤0.01%
+8
MO icon
288
Altria Group
MO
$113B
$1.04K ﹤0.01%
+18
AME icon
289
Ametek
AME
$53.8B
$1.03K ﹤0.01%
+5
TTWO icon
290
Take-Two Interactive
TTWO
$37B
$1.02K ﹤0.01%
+4
NDSN icon
291
Nordson
NDSN
$16.2B
$962 ﹤0.01%
+4
MRVL icon
292
Marvell Technology
MRVL
$67.3B
$935 ﹤0.01%
+11
MRSH
293
Marsh
MRSH
$86.8B
$928 ﹤0.01%
+5
BA icon
294
Boeing
BA
$182B
$868 ﹤0.01%
+4
COP icon
295
ConocoPhillips
COP
$135B
$842 ﹤0.01%
+9
URI icon
296
United Rentals
URI
$57.3B
$809 ﹤0.01%
+1
BIDU icon
297
Baidu
BIDU
$46.7B
$784 ﹤0.01%
+6
ODFL icon
298
Old Dominion Freight Line
ODFL
$42.1B
$784 ﹤0.01%
+5
AXP icon
299
American Express
AXP
$238B
$740 ﹤0.01%
+2
CELH icon
300
Celsius Holdings
CELH
$12.5B
$732 ﹤0.01%
+16