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 8.66%
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
NGG icon
201
National Grid
NGG
$86.6B
$4.64K 0.01%
+60
HDV
202
iShares Core High Dividend ETF
HDV
$13.4B
$4.62K 0.01%
+38
CAT icon
203
Caterpillar
CAT
$337B
$4.58K 0.01%
+8
ANET icon
204
Arista Networks
ANET
$168B
$4.46K 0.01%
+34
SRVR icon
205
Pacer Data & Infrastructure Real Estate ETF
SRVR
$361M
$4.33K ﹤0.01%
+151
ORLY icon
206
O'Reilly Automotive
ORLY
$76.4B
$4.1K ﹤0.01%
+45
KKR icon
207
KKR & Co
KKR
$80.9B
$4.08K ﹤0.01%
+32
WDC icon
208
Western Digital
WDC
$106B
$3.96K ﹤0.01%
+23
VUG icon
209
Vanguard Growth ETF
VUG
$189B
$3.9K ﹤0.01%
+8
CBRE icon
210
CBRE Group
CBRE
$40.5B
$3.86K ﹤0.01%
+24
BAC icon
211
Bank of America
BAC
$359B
$3.79K ﹤0.01%
+69
HPE icon
212
Hewlett Packard
HPE
$32.7B
$3.65K ﹤0.01%
+152
LHX icon
213
L3Harris
LHX
$66.1B
$3.52K ﹤0.01%
+12
D icon
214
Dominion Energy
D
$55.1B
$3.52K ﹤0.01%
+60
GM icon
215
General Motors
GM
$65.8B
$3.5K ﹤0.01%
+43
SCHW icon
216
Charles Schwab
SCHW
$162B
$3.5K ﹤0.01%
+35
AMZU icon
217
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X ETF
AMZU
$282M
$3.5K ﹤0.01%
+100
EA icon
218
Electronic Arts
EA
$51B
$3.47K ﹤0.01%
+17
TSLL icon
219
Direxion Shares ETF Trust Direxion Daily TSLA Bull 2X ETF
TSLL
$3.79B
$3.46K ﹤0.01%
+181
SONY icon
220
Sony
SONY
$123B
$3.3K ﹤0.01%
+129
HAS icon
221
Hasbro
HAS
$12.7B
$3.28K ﹤0.01%
+40
V icon
222
Visa
V
$582B
$3.16K ﹤0.01%
+9
CMCSA icon
223
Comcast
CMCSA
$100B
$3.11K ﹤0.01%
+104
SEE icon
224
Sealed Air
SEE
$6.2B
$2.94K ﹤0.01%
+71
ELV icon
225
Elevance Health
ELV
$68.5B
$2.8K ﹤0.01%
+8