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
$251M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.5M
3
+$2.3M
4
FDTX icon
Fidelity Disruptive Technology ETF
FDTX
+$1.59M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$1.4M

Top Sells

1
+$961K
2
+$635K
3
+$590K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$590K
5
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$542K

Sector Composition

1 Technology 0.46%
2 Industrials 0.37%
3 Healthcare 0.34%
4 Utilities 0.18%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$763K 0.3%
1,525
+513
27
$647K 0.26%
19,239
-5,228
28
$634K 0.25%
1,246
+193
29
$563K 0.22%
2,641
-5
30
$554K 0.22%
14,622
-6,040
31
$530K 0.21%
12,283
-5,735
32
$517K 0.21%
13,305
-5,440
33
$480K 0.19%
11,478
-5,766
34
$432K 0.17%
13,265
-5,811
35
$415K 0.17%
16,011
+7,812
36
$377K 0.15%
30,000
37
$374K 0.15%
1,398
38
$358K 0.14%
1,140
-15
39
$354K 0.14%
1,681
-140
40
$347K 0.14%
777
-45
41
$316K 0.13%
6,276
-3,333
42
$288K 0.11%
+1,794
43
$281K 0.11%
4,126
-5,355
44
$261K 0.1%
41,090
+8,515
45
$251K 0.1%
+2,029
46
$248K 0.1%
12,976
-85
47
$243K 0.1%
4,196
-2,237
48
$229K 0.09%
4,289
-2
49
$226K 0.09%
13,958
-1,937
50
$219K 0.09%
5,241
-3,833
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