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
QMAR icon
76
FT Vest Growth-100 Buffer ETF March
QMAR
$545M
$88.3K 0.12%
2,625
DSEP icon
77
FT Vest US Equity Deep Buffer ETF September
DSEP
$347M
$86.3K 0.12%
1,962
-48
GJUN icon
78
FT Vest US Equity Moderate Buffer ETF June
GJUN
$370M
$82.8K 0.11%
2,100
SAUG icon
79
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$103M
$81.5K 0.11%
3,164
GNOV icon
80
FT Vest US Equity Moderate Buffer ETF November
GNOV
$303M
$77.9K 0.11%
2,000
COST icon
81
Costco
COST
$456B
$76.7K 0.11%
77
-94
PEG icon
82
Public Service Enterprise Group
PEG
$39.6B
$75.8K 0.1%
936
CLSK icon
83
CleanSpark
CLSK
$4.1B
$75.2K 0.1%
8,839
+3,541
VB icon
84
Vanguard Small-Cap ETF
VB
$77.5B
$73.6K 0.1%
281
QLD icon
85
ProShares Ultra QQQ
QLD
$13.7B
$73K 0.1%
1,196
-398
DFAU icon
86
Dimensional US Core Equity Market ETF
DFAU
$11.9B
$71.9K 0.1%
1,593
TDV icon
87
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$281M
$71.8K 0.1%
+848
FAUG icon
88
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
$70.3K 0.1%
1,357
-29
META icon
89
Meta Platforms (Facebook)
META
$1.55T
$63.5K 0.09%
111
-7
QCJL
90
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$68.4M
$62.6K 0.09%
2,676
XOM icon
91
Exxon Mobil
XOM
$642B
$61.6K 0.08%
363
PLTR icon
92
Palantir
PLTR
$328B
$57.9K 0.08%
396
-405
DFEB icon
93
FT Vest US Equity Deep Buffer ETF February
DFEB
$463M
$56.7K 0.08%
1,196
APP icon
94
Applovin
APP
$162B
$51.3K 0.07%
129
GJUL icon
95
FT Vest US Equity Moderate Buffer ETF July
GJUL
$388M
$48.9K 0.07%
1,200
DJUN icon
96
FT Vest US Equity Deep Buffer ETF June
DJUN
$320M
$45.2K 0.06%
960
TSM icon
97
TSMC
TSM
$2.1T
$44.6K 0.06%
132
-67
DLFE
98
FT Vest U.S. Equity Dual Directional Buffer ETF - February
DLFE
$64.6M
$44.1K 0.06%
+1,497
AJAN icon
99
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$45.3M
$43.6K 0.06%
1,579
-47
BUFB icon
100
Innovator Laddered Allocation Buffer ETF
BUFB
$293M
$42.4K 0.06%
+1,181
2 3
4
5 6