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
PM icon
151
Philip Morris
PM
$295B
$10.6K 0.01%
64
AVGO icon
152
Broadcom
AVGO
$1.96T
$10.5K 0.01%
34
OEF icon
153
iShares S&P 100 ETF
OEF
$20.3B
$10.5K 0.01%
33
BITX icon
154
2x Bitcoin Strategy ETF
BITX
$1.12B
$10.5K 0.01%
710
-1,457
IRM icon
155
Iron Mountain
IRM
$37.6B
$10.4K 0.01%
102
VRIG icon
156
Invesco Variable Rate Investment Grade ETF
VRIG
$1.5B
$10.3K 0.01%
411
C icon
157
Citigroup
C
$213B
$10.2K 0.01%
90
CMG icon
158
Chipotle Mexican Grill
CMG
$42.2B
$10.1K 0.01%
315
PLG
159
Platinum Group Metals
PLG
$204M
$9.73K 0.01%
+5,500
JPM icon
160
JPMorgan Chase
JPM
$821B
$9.71K 0.01%
33
BP icon
161
BP
BP
$114B
$9.68K 0.01%
206
MDT icon
162
Medtronic
MDT
$101B
$9.53K 0.01%
+110
DOCT
163
FT Vest US Equity Deep Buffer ETF October
DOCT
$387M
$8.9K 0.01%
205
PKB icon
164
Invesco Building & Construction ETF
PKB
$425M
$8.88K 0.01%
91
FAI
165
First Trust Bloomberg Artificial Intelligence ETF
FAI
$59.1M
$8.74K 0.01%
235
GEV icon
166
GE Vernova
GEV
$279B
$8.73K 0.01%
10
FTXL icon
167
First Trust Nasdaq Semiconductor ETF
FTXL
$2.39B
$8.7K 0.01%
59
VNQ icon
168
Vanguard Real Estate ETF
VNQ
$37.2B
$8.52K 0.01%
96
-1
VTWO icon
169
Vanguard Russell 2000 ETF
VTWO
$16.4B
$8.51K 0.01%
85
SOFI icon
170
SoFi Technologies
SOFI
$20B
$8.3K 0.01%
+523
ALTL icon
171
Pacer Lunt Large Cap Alternator ETF
ALTL
$98.2M
$8.07K 0.01%
184
WFC icon
172
Wells Fargo
WFC
$234B
$7.88K 0.01%
99
NOW icon
173
ServiceNow
NOW
$105B
$7.84K 0.01%
+75
TRFK icon
174
Pacer Data and Digital Revolution ETF
TRFK
$764M
$7.72K 0.01%
124
-146
ICE icon
175
Intercontinental Exchange
ICE
$86.5B
$7.55K 0.01%
48
5 6
7
8 9