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
TSLG
126
Leverage Shares 2X Long TSLA Daily ETF
TSLG
$42.6M
$18K 0.02%
+1,931
TSLR icon
127
GraniteShares 2x Long TSLA Daily ETF
TSLR
$186M
$17.9K 0.02%
+560
SKYY icon
128
First Trust Cloud Computing ETF
SKYY
$2.42B
$17.7K 0.02%
+136
TRFK icon
129
Pacer Data and Digital Revolution ETF
TRFK
$444M
$17.3K 0.02%
+270
IEFA icon
130
iShares Core MSCI EAFE ETF
IEFA
$180B
$16.4K 0.02%
+183
QJUN icon
131
FT Vest Growth-100 Buffer ETF June
QJUN
$586M
$16.2K 0.02%
+510
VZ icon
132
Verizon
VZ
$208B
$16.1K 0.02%
+395
IYW icon
133
iShares US Technology ETF
IYW
$19.9B
$13.8K 0.02%
+69
FJUL icon
134
FT Vest US Equity Buffer ETF July
FJUL
$1.18B
$13.2K 0.01%
+236
MA icon
135
Mastercard
MA
$469B
$13.1K 0.01%
+23
NOBL icon
136
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$12.7K 0.01%
+122
APH icon
137
Amphenol
APH
$186B
$12.4K 0.01%
+92
PG icon
138
Procter & Gamble
PG
$374B
$12.3K 0.01%
+86
QUAL icon
139
iShares MSCI USA Quality Factor ETF
QUAL
$50.2B
$12.3K 0.01%
+62
PSFF icon
140
Pacer Swan SOS Fund of Funds ETF
PSFF
$563M
$12.1K 0.01%
+373
IWD icon
141
iShares Russell 1000 Value ETF
IWD
$70B
$11.8K 0.01%
+56
AVGO icon
142
Broadcom
AVGO
$1.58T
$11.8K 0.01%
+34
CMG icon
143
Chipotle Mexican Grill
CMG
$48.9B
$11.7K 0.01%
+315
SO icon
144
Southern Company
SO
$104B
$11.5K 0.01%
+132
DJAN icon
145
FT Vest US Equity Deep Buffer ETF January
DJAN
$416M
$11.4K 0.01%
+263
UGL icon
146
ProShares Ultra Gold
UGL
$1.39B
$11.4K 0.01%
+205
OEF icon
147
iShares S&P 100 ETF
OEF
$28.7B
$11.3K 0.01%
+33
JPM icon
148
JPMorgan Chase
JPM
$838B
$10.6K 0.01%
+33
BUFT icon
149
FT Vest Buffered Allocation Defensive ETF
BUFT
$141M
$10.6K 0.01%
+429
C icon
150
Citigroup
C
$203B
$10.5K 0.01%
+90