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
$287M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.87M
3
+$3.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.01M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.38M

Top Sells

1
+$884K
2
+$662K
3
+$442K
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$419K
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$981K 0.34%
34,833
+18,822
27
$849K 0.3%
+16,123
28
$780K 0.27%
1,478
-47
29
$769K 0.27%
1,315
+69
30
$733K 0.26%
+7,714
31
$727K 0.25%
4,164
+2,370
32
$633K 0.22%
18,067
-1,172
33
$592K 0.21%
6,183
+3,820
34
$540K 0.19%
2,604
-37
35
$513K 0.18%
12,681
-624
36
$472K 0.16%
10,813
-665
37
$451K 0.16%
11,498
-3,124
38
$425K 0.15%
30,000
39
$422K 0.15%
12,444
-821
40
$406K 0.14%
9,024
-3,259
41
$391K 0.14%
1,680
-1
42
$380K 0.13%
1,341
-57
43
$377K 0.13%
+3,216
44
$352K 0.12%
1,092
-48
45
$344K 0.12%
3,577
+820
46
$323K 0.11%
3,996
-130
47
$322K 0.11%
+20,428
48
$309K 0.11%
+4,298
49
$289K 0.1%
5,705
-571
50
$286K 0.1%
12,979
+3
1
2
3