BWM

Buska Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$33.9M
3
+$25.3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$21.7M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.51%
2 Healthcare 0.32%
3 Technology 0.29%
4 Utilities 0.2%
5 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 0.33%
+20,662
27
$751K 0.33%
+18,018
28
$712K 0.31%
+18,745
29
$695K 0.3%
+17,244
30
$622K 0.27%
+9,481
31
$608K 0.27%
+19,076
32
$564K 0.25%
+2,646
33
$521K 0.23%
+1,053
34
$486K 0.21%
+1,012
35
$484K 0.21%
+9,609
36
$386K 0.17%
+30,000
37
$382K 0.17%
+9,074
38
$374K 0.16%
+6,433
39
$363K 0.16%
+1,398
40
$346K 0.15%
+822
41
$331K 0.15%
+1,155
42
$312K 0.14%
+1,821
43
$261K 0.11%
+10,006
44
$250K 0.11%
+15,895
45
$231K 0.1%
+4,291
46
$230K 0.1%
+13,061
47
$226K 0.1%
+2,757
48
$220K 0.1%
+8,199
49
$208K 0.09%
+267
50
$207K 0.09%
+32,575
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