BWM
Buska Wealth Management Portfolio holdings
AUM $319M
AUM
$319M
AUM Growth
+$6.66M (+2%)
Cap. Flow
+$14.4M
Cap. Flow % of AUM
4.5%
Top 10 Holdings %Top 10 Hldgs %
73.07%
Holding
64
New
6
Increased
27
Reduced
29
Closed
–
Top Buys
| 1 | $2.06M | |
| 2 | $1.47M | |
| 3 | $1.28M | |
| 4 | $1.27M | |
| 5 | $1.24M |
Top Sells
| 1 | $889K | |
| 2 | $877K | |
| 3 | $653K | |
| 4 | $406K | |
| 5 | $300K |
Sector Composition
| 1 | Technology | 0.27% |
| 2 | Industrials | 0.26% |
| 3 | Healthcare | 0.25% |
| 4 | Utilities | 0.19% |
| 5 | Energy | 0.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.36M | 0.42% | 26,516 -940 | -3% | -$48.1K | |||
| $1.35M | 0.42% | 31,912 -2,593 | -8% | -$110K | |||
| $1.19M | 0.37% | 17,476 -1,144 | -6% | -$78.2K | |||
| $1.03M | 0.32% | 36,856 +1,259 | +4% | +$35.2K | |||
| $1,000K | 0.31% | 31,746 -5,384 | -15% | -$170K | |||
| $837K | 0.26% | 4,844 +147 | +3% | +$25.4K | |||
| $782K | 0.25% | 1,494 +23 | +2% | +$12K | |||
| $762K | 0.24% | 12,664 | New | +$762K | |||
| $748K | 0.23% | 8,055 +276 | +4% | +$25.6K | |||
| $570K | 0.18% | 1,110 -4 | -0.4% | -$2.06K | |||
| $561K | 0.18% | 2,425 -179 | -7% | -$41.4K | |||
| $557K | 0.17% | 16,081 -1,408 | -8% | -$48.7K | |||
| $484K | 0.15% | 31,096 +6,949 | +29% | +$108K | |||
| $462K | 0.14% | 97,900 | New | +$462K | |||
| $461K | 0.14% | 23,305 +6,501 | +39% | +$129K | |||
| $439K | 0.14% | 1,596 +78 | +5% | +$21.4K | |||
| $397K | 0.12% | 15,419 | New | +$397K | |||
| $383K | 0.12% | 9,603 -416 | -4% | -$16.6K | |||
| $382K | 0.12% | 3,211 -7 | -0.2% | -$833 | |||
| $382K | 0.12% | 13,500 +109 | +0.8% | +$3.08K | |||
| $375K | 0.12% | 9,341 -534 | -5% | -$21.5K | |||
| $370K | 0.12% | 1,664 -16 | -1% | -$3.56K | |||
| $367K | 0.12% | 4,026 -1,450 | -26% | -$132K | |||
| $363K | 0.11% | 19,235 +3,742 | +24% | +$70.5K | |||
| $348K | 0.11% | 10,380 -955 | -8% | -$32K |
