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
CEG icon
101
Constellation Energy
CEG
$106B
$41.9K 0.06%
150
XAR icon
102
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.1B
$41.4K 0.06%
+163
DFII
103
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$20.8M
$37K 0.05%
2,783
-9,573
SPY icon
104
State Street SPDR S&P 500 ETF Trust
SPY
$772B
$36.4K 0.05%
56
+24
LLY icon
105
Eli Lilly
LLY
$950B
$35.9K 0.05%
39
SFEB
106
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$119M
$34.2K 0.05%
1,442
SMCI icon
107
Super Micro Computer
SMCI
$21.4B
$32.6K 0.04%
1,430
HD icon
108
Home Depot
HD
$312B
$32.6K 0.04%
99
COMP icon
109
Compass
COMP
$6.28B
$32.2K 0.04%
4,400
GFEB icon
110
FT Vest US Equity Moderate Buffer ETF February
GFEB
$384M
$31.4K 0.04%
765
-2,023
BALT icon
111
Innovator Defined Wealth Shield ETF
BALT
$2.44B
$30.9K 0.04%
923
INTC icon
112
Intel
INTC
$602B
$30.6K 0.04%
694
-6
COKE icon
113
Coca-Cola Consolidated
COKE
$11.7B
$30.5K 0.04%
159
-8
SNOV icon
114
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$111M
$30.1K 0.04%
1,213
TEM
115
Tempus AI
TEM
$8.29B
$29.9K 0.04%
661
-43
MVV icon
116
ProShares Ultra MidCap400
MVV
$157M
$28.7K 0.04%
400
DYNF icon
117
BlackRock US Equity Factor Rotation ETF
DYNF
$35.9B
$28.4K 0.04%
489
DFAI icon
118
Dimensional International Core Equity Market ETF
DFAI
$16.2B
$28.4K 0.04%
730
SCZ icon
119
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.6B
$28.3K 0.04%
361
BROS icon
120
Dutch Bros
BROS
$7.15B
$28K 0.04%
552
CWB icon
121
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.97B
$27.8K 0.04%
304
FJUN icon
122
FT Vest US Equity Buffer ETF June
FJUN
$1.16B
$27.6K 0.04%
488
PEP icon
123
PepsiCo
PEP
$206B
$26.9K 0.04%
173
ISRG icon
124
Intuitive Surgical
ISRG
$155B
$26.7K 0.04%
58
CIFR icon
125
Cipher Digital Inc
CIFR
$8.99B
$25.6K 0.04%
1,986
3 4
5
6 7