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
$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 8.66%
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
EXAS
151
DELISTED
Exact Sciences
EXAS
$10.5K 0.01%
+103
VRIG icon
152
Invesco Variable Rate Investment Grade ETF
VRIG
$1.5B
$10.3K 0.01%
+411
PM icon
153
Philip Morris
PM
$295B
$10.3K 0.01%
+64
T icon
154
AT&T
T
$176B
$9.94K 0.01%
+400
GOOY icon
155
YieldMax GOOGL Option Income Strategy ETF
GOOY
$277M
$9.69K 0.01%
+664
FAI
156
First Trust Bloomberg Artificial Intelligence ETF
FAI
$59.1M
$9.65K 0.01%
+235
WFC icon
157
Wells Fargo
WFC
$234B
$9.23K 0.01%
+99
DOCT
158
FT Vest US Equity Deep Buffer ETF October
DOCT
$387M
$9.08K 0.01%
+205
VNQ icon
159
Vanguard Real Estate ETF
VNQ
$37.2B
$8.58K 0.01%
+97
BCS icon
160
Barclays
BCS
$80.8B
$8.5K 0.01%
+334
IRM icon
161
Iron Mountain
IRM
$37.6B
$8.46K 0.01%
+102
VTWO icon
162
Vanguard Russell 2000 ETF
VTWO
$16.4B
$8.46K 0.01%
+85
PKB icon
163
Invesco Building & Construction ETF
PKB
$425M
$8.43K 0.01%
+91
NVO
164
Novo Nordisk
NVO
$199B
$8.29K 0.01%
+163
NWG icon
165
NatWest
NWG
$62.4B
$8.22K 0.01%
+470
ALTL icon
166
Pacer Lunt Large Cap Alternator ETF
ALTL
$98.2M
$7.9K 0.01%
+184
ICE icon
167
Intercontinental Exchange
ICE
$86.5B
$7.77K 0.01%
+48
FXO icon
168
First Trust Financials AlphaDEX Fund
FXO
$1.05B
$7.66K 0.01%
+127
FTXL icon
169
First Trust Nasdaq Semiconductor ETF
FTXL
$2.39B
$7.64K 0.01%
+59
TMO icon
170
Thermo Fisher Scientific
TMO
$167B
$7.53K 0.01%
+13
HCA icon
171
HCA Healthcare
HCA
$87.4B
$7.47K 0.01%
+16
OC icon
172
Owens Corning
OC
$9.46B
$7.39K 0.01%
+66
FRI icon
173
First Trust S&P REIT Index Fund
FRI
$170M
$7.24K 0.01%
+265
BP icon
174
BP
BP
$114B
$7.15K 0.01%
+206
CAH icon
175
Cardinal Health
CAH
$47B
$6.99K 0.01%
+34