BWM
Buska Wealth Management Portfolio holdings
AUM
$366M
This Quarter Return
+5.23%
1 Year Return
+12.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+14%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
8.14%
Top 10 Holdings %
Top 10 Hldgs %
74.78%
Holding
63
New
8
Increased
21
Reduced
28
Closed
5
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$4.59M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.87M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.21M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.01M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.38M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$884K |
| 2 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$662K |
| 3 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$442K |
| 4 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
$419K |
| 5 |
NVIDIA
NVDA
|
$251K |
Sector Composition
| 1 | Industrials | 0.34% |
| 2 | Healthcare | 0.27% |
| 3 | Technology | 0.23% |
| 4 | Utilities | 0.22% |
| 5 | Energy | 0.13% |
