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
$312M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.24M
3
+$2.43M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.21M
5
KBWP icon
Invesco KBW Property & Casualty Insurance ETF
KBWP
+$2.12M

Top Sells

1
+$688K
2
+$559K
3
+$540K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$446K
5
RCM
R1 RCM Inc. Common Stock
RCM
+$425K

Sector Composition

1 Technology 0.32%
2 Healthcare 0.24%
3 Utilities 0.17%
4 Industrials 0.17%
5 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.42%
37,130
-5,157
27
$1.22M 0.39%
18,620
-3,813
28
$973K 0.31%
35,597
+764
29
$935K 0.3%
+13,607
30
$795K 0.25%
4,697
+533
31
$790K 0.25%
7,779
+1,596
32
$744K 0.24%
1,471
+156
33
$621K 0.2%
17,489
-578
34
$600K 0.19%
1,114
-364
35
$525K 0.17%
2,604
36
$473K 0.15%
5,476
-2,238
37
$440K 0.14%
1,518
+177
38
$421K 0.13%
1,680
39
$407K 0.13%
9,875
-2,806
40
$403K 0.13%
10,019
-1,479
41
$391K 0.13%
11,335
-1,109
42
$368K 0.12%
24,147
+3,719
43
$367K 0.12%
7,954
-1,070
44
$364K 0.12%
8,176
-2,637
45
$346K 0.11%
3,218
+2
46
$310K 0.1%
735
+124
47
$308K 0.1%
16,804
+6,290
48
$305K 0.1%
13,391
+412
49
$297K 0.1%
15,493
+3,329
50
$275K 0.09%
44,748
+9,213
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