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
NGG icon
201
National Grid
NGG
$89.8B
$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
$353B
$4.58K 0.01%
+8
ANET icon
204
Arista Networks
ANET
$167B
$4.46K 0.01%
+34
SRVR icon
205
Pacer Data & Infrastructure Real Estate ETF
SRVR
$397M
$4.33K ﹤0.01%
+151
ORLY icon
206
O'Reilly Automotive
ORLY
$78.7B
$4.1K ﹤0.01%
+45
KKR icon
207
KKR & Co
KKR
$90.2B
$4.08K ﹤0.01%
+32
WDC icon
208
Western Digital
WDC
$96.8B
$3.96K ﹤0.01%
+23
VUG icon
209
Vanguard Growth ETF
VUG
$197B
$3.9K ﹤0.01%
+8
CBRE icon
210
CBRE Group
CBRE
$43.4B
$3.86K ﹤0.01%
+24
BAC icon
211
Bank of America
BAC
$383B
$3.79K ﹤0.01%
+69
HPE icon
212
Hewlett Packard
HPE
$28.4B
$3.65K ﹤0.01%
+152
LHX icon
213
L3Harris
LHX
$66.5B
$3.52K ﹤0.01%
+12
D icon
214
Dominion Energy
D
$56.3B
$3.52K ﹤0.01%
+60
GM icon
215
General Motors
GM
$73.7B
$3.5K ﹤0.01%
+43
SCHW icon
216
Charles Schwab
SCHW
$167B
$3.5K ﹤0.01%
+35
AMZU icon
217
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X Shares
AMZU
$364M
$3.5K ﹤0.01%
+100
EA icon
218
Electronic Arts
EA
$50.2B
$3.47K ﹤0.01%
+17
TSLL icon
219
Direxion Daily TSLA Bull 2X Shares
TSLL
$5.45B
$3.46K ﹤0.01%
+181
SONY icon
220
Sony
SONY
$131B
$3.3K ﹤0.01%
+129
HAS icon
221
Hasbro
HAS
$14.2B
$3.28K ﹤0.01%
+40
V icon
222
Visa
V
$617B
$3.16K ﹤0.01%
+9
CMCSA icon
223
Comcast
CMCSA
$113B
$3.11K ﹤0.01%
+104
SEE icon
224
Sealed Air
SEE
$6.18B
$2.94K ﹤0.01%
+71
ELV icon
225
Elevance Health
ELV
$75.7B
$2.8K ﹤0.01%
+8