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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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.47T
$952K 1.3%
3,317
-5,037
SFLR icon
27
Innovator Equity Managed Floor ETF
SFLR
$2.08B
$893K 1.22%
25,216
+22,443
XJUN icon
28
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$137M
$770K 1.05%
17,911
+957
PTF icon
29
Invesco Dorsey Wright Technology Momentum ETF
PTF
$674M
$701K 0.96%
8,115
XSEP icon
30
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$665K 0.91%
15,866
+1,815
BTC
31
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
$643K 0.88%
21,440
-6,998
URA icon
32
Global X Uranium ETF
URA
$5.69B
$597K 0.82%
+12,328
LEGR icon
33
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$130M
$589K 0.81%
+10,191
SLV icon
34
iShares Silver Trust
SLV
$29.4B
$577K 0.79%
8,470
-2,912
ROKT icon
35
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$238M
$522K 0.71%
+5,253
BUFD icon
36
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.91B
$489K 0.67%
17,456
+4,621
FFEB icon
37
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$461K 0.63%
8,254
-14,774
QDEC icon
38
FT Vest Growth-100 Buffer ETF December
QDEC
$688M
$426K 0.58%
13,547
+2,191
MTUM icon
39
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
$374K 0.51%
1,557
-5
SPYG icon
40
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$347K 0.47%
3,541
+109
FVD icon
41
First Trust Value Line Dividend Fund
FVD
$8.32B
$316K 0.43%
6,713
+1
SMAY icon
42
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$106M
$310K 0.42%
11,765
-29,736
COIN icon
43
Coinbase
COIN
$42.7B
$296K 0.41%
1,697
-3,883
XOVR
44
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$2.1B
$261K 0.36%
15,432
+1,810
COWZ icon
45
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$231K 0.32%
3,685
-50
ETH
46
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.61B
$223K 0.3%
11,221
-3,400
VO icon
47
Vanguard Mid-Cap ETF
VO
$105B
$219K 0.3%
3,052
NLR icon
48
VanEck Uranium + Nuclear Energy ETF
NLR
$3.99B
$204K 0.28%
1,531
-8,019
AMD icon
49
Advanced Micro Devices
AMD
$823B
$193K 0.26%
949
-2,605
DAPR icon
50
FT Vest US Equity Deep Buffer ETF April
DAPR
$308M
$190K 0.26%
4,779
-214
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