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
QMAR icon
76
FT Vest Growth-100 Buffer ETF March
QMAR
$464M
$86.6K 0.1%
+2,625
GJUN icon
77
FT Vest US Equity Moderate Buffer ETF June
GJUN
$335M
$83.2K 0.09%
+2,100
SAUG icon
78
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$96M
$80.7K 0.09%
+3,164
GNOV icon
79
FT Vest US Equity Moderate Buffer ETF November
GNOV
$314M
$79.4K 0.09%
+2,000
META icon
80
Meta Platforms (Facebook)
META
$1.66T
$77.9K 0.09%
+118
PEG icon
81
Public Service Enterprise Group
PEG
$42.7B
$75.2K 0.08%
+936
DFAU icon
82
Dimensional US Core Equity Market ETF
DFAU
$10.7B
$74.6K 0.08%
+1,593
FAUG icon
83
FT Vest US Equity Buffer ETF August
FAUG
$1.16B
$73.4K 0.08%
+1,386
VB icon
84
Vanguard Small-Cap ETF
VB
$74.4B
$72.5K 0.08%
+281
QCJL
85
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$70.1M
$63.5K 0.07%
+2,676
TSM icon
86
TSMC
TSM
$1.92T
$60.5K 0.07%
+199
BITX icon
87
2x Bitcoin Strategy ETF
BITX
$906M
$60.1K 0.07%
+2,167
DFEB icon
88
FT Vest US Equity Deep Buffer ETF February
DFEB
$389M
$57.1K 0.06%
+1,196
CLSK icon
89
CleanSpark
CLSK
$2.47B
$53.6K 0.06%
+5,298
CEG icon
90
Constellation Energy
CEG
$107B
$53K 0.06%
+150
GJUL icon
91
FT Vest US Equity Moderate Buffer ETF July
GJUL
$402M
$49.6K 0.06%
+1,200
COMP icon
92
Compass
COMP
$7.46B
$46.5K 0.05%
+4,400
QMAG
93
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$59.1M
$46.3K 0.05%
+1,957
DJUN icon
94
FT Vest US Equity Deep Buffer ETF June
DJUN
$280M
$45.4K 0.05%
+960
AJAN icon
95
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$44.9M
$45.3K 0.05%
+1,626
XOM icon
96
Exxon Mobil
XOM
$615B
$43.7K 0.05%
+363
LLY icon
97
Eli Lilly
LLY
$952B
$41.9K 0.05%
+39
SMCI icon
98
Super Micro Computer
SMCI
$19.4B
$41.9K 0.05%
+1,430
TEM
99
Tempus AI
TEM
$10.4B
$41.6K 0.05%
+704
HD icon
100
Home Depot
HD
$381B
$34.1K 0.04%
+99