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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
BUFF icon
51
Innovator Laddered Allocation Power Buffer ETF
BUFF
$883M
$177K 0.24%
+3,588
BUFZ icon
52
FT Vest Laddered Moderate Buffer ETF
BUFZ
$993M
$173K 0.24%
6,576
JAJL
53
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$255M
$167K 0.23%
5,742
ACYN
54
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$955M
$163K 0.22%
+8,012
APLD icon
55
Applied Digital
APLD
$8.68B
$156K 0.21%
6,558
GJAN icon
56
FT Vest US Equity Moderate Buffer ETF January
GJAN
$438M
$153K 0.21%
3,643
DAUG icon
57
FT Vest US Equity Deep Buffer ETF August
DAUG
$366M
$148K 0.2%
3,397
GAUG icon
58
FT Vest US Equity Moderate Buffer ETF August
GAUG
$296M
$146K 0.2%
3,773
TDVI icon
59
FT Vest Technology Dividend Target Income ETF
TDVI
$489M
$143K 0.2%
5,392
-3,503
VTR icon
60
Ventas
VTR
$45.9B
$139K 0.19%
1,700
QFLR icon
61
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$530M
$137K 0.19%
4,129
GDLC
62
Grayscale CoinDesk Crypto 5 ETF
GDLC
$347M
$135K 0.18%
4,321
-2,156
QSPT icon
63
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$619M
$132K 0.18%
4,327
SOXX icon
64
iShares Semiconductor ETF
SOXX
$38.8B
$125K 0.17%
379
JUNM
65
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$65M
$122K 0.17%
3,570
DOGG icon
66
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$77.9M
$122K 0.17%
+5,633
CIBR icon
67
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.2B
$107K 0.15%
1,714
XMAR icon
68
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$155M
$101K 0.14%
2,500
IVV icon
69
iShares Core S&P 500 ETF
IVV
$885B
$95.4K 0.13%
146
GSEP icon
70
FT Vest US Equity Moderate Buffer ETF September
GSEP
$342M
$94.9K 0.13%
2,491
-157
YSEP icon
71
FT Vest International Equity Buffer ETF September
YSEP
$119M
$92.5K 0.13%
3,533
ARWR icon
72
Arrowhead Research
ARWR
$11.9B
$91.2K 0.12%
1,455
GOOGL icon
73
Alphabet (Google) Class A
GOOGL
$4.5T
$89.7K 0.12%
312
-3
BUFX
74
FT Vest Laddered Enhance & Moderate Buffer ETF
BUFX
$14.4M
$89K 0.12%
+4,219
DDEC icon
75
FT Vest US Equity Deep Buffer ETF December
DDEC
$426M
$88.6K 0.12%
2,000
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3
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