BWM
Benson Wealth Management Portfolio holdings
AUM
$73.1M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$73.1M
AUM Growth
-$16.7M
(-19%)
Holding
397
Top Buys
| 1 | +$1.42M | |
| 2 | +$1.42M | |
| 3 | +$1.31M | |
| 4 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
+$1.16M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$1.11M |
Top Sells
| 1 | +$7.47M | |
| 2 | +$2.64M | |
| 3 | +$1.7M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.58M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Netflix
NFLX
$373B
| – | – |
-70
|
|
||
352
Old Dominion Freight Line
ODFL
$43.8B
| – | – |
-5
|
|
||
353
O'Reilly Automotive
ORLY
$76B
| – | – |
-45
|
|
||
|
REVG
354
DELISTED
REV Group
REVG
| – | – |
-7
|
|
||
355
Rexford Industrial Realty
REXR
$8.17B
| – | – |
-47
|
|
||
356
Starbucks
SBUX
$118B
| – | – |
-4
|
|
||
357
STAG Industrial
STAG
$7.29B
| – | – |
-47
|
|
||
358
ProShares Ultra Gold
UGL
$891M
| – | – |
-205
|
|
||
359
UnitedHealth
UNH
$353B
| – | – |
-2
|
|
||
360
Vertex Pharmaceuticals
VRTX
$110B
| – | – |
-1
|
|
||
361
Zoetis
ZTS
$34.1B
| – | – |
-4
|
|
||
|
ETHE
362
Grayscale Ethereum Staking ETF Shares
ETHE
$1.68B
| – | – |
-42,480
|
|
||
|
TSLG
363
Leverage Shares 2X Long TSLA Daily ETF
TSLG
$58.1M
| – | – |
-1,931
|
|
||
|
GSOL
364
Grayscale Solana Staking ETF
GSOL
$105M
| – | – |
-163
|
|
||
|
BPRE
365
Bluerock Private Real Estate Fund
BPRE
| – | – |
-17,966
|
|