BWM
Buska Wealth Management Portfolio holdings
AUM
$366M
This Quarter Return
-2.11%
1 Year Return
+12.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+2.1%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
73.07%
Holding
64
New
6
Increased
27
Reduced
29
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2.06M |
| 2 |
Vanguard International High Dividend Yield ETF
VYMI
|
$1.47M |
| 3 |
Fidelity MSCI Financials Index ETF
FNCL
|
$1.28M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.27M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.24M |
Top Sells
Sector Composition
| 1 | Technology | 0.27% |
| 2 | Industrials | 0.26% |
| 3 | Healthcare | 0.25% |
| 4 | Utilities | 0.19% |
| 5 | Energy | 0.18% |
