BWM

Buska Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 13.37%
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.47M
3
+$1.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.24M

Top Sells

1
+$889K
2
+$877K
3
+$653K
4
KBWP icon
Invesco KBW Property & Casualty Insurance ETF
KBWP
+$406K
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$300K

Sector Composition

1 Technology 0.27%
2 Industrials 0.26%
3 Healthcare 0.25%
4 Utilities 0.19%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.42%
26,516
-940
27
$1.35M 0.42%
31,912
-2,593
28
$1.19M 0.37%
17,476
-1,144
29
$1.03M 0.32%
36,856
+1,259
30
$1,000K 0.31%
31,746
-5,384
31
$837K 0.26%
4,844
+147
32
$782K 0.25%
1,494
+23
33
$762K 0.24%
+12,664
34
$748K 0.23%
8,055
+276
35
$570K 0.18%
1,110
-4
36
$561K 0.18%
2,425
-179
37
$557K 0.17%
16,081
-1,408
38
$484K 0.15%
31,096
+6,949
39
$462K 0.14%
+19,580
40
$461K 0.14%
23,305
+6,501
41
$439K 0.14%
1,596
+78
42
$397K 0.12%
+15,419
43
$383K 0.12%
9,603
-416
44
$382K 0.12%
3,211
-7
45
$382K 0.12%
13,500
+109
46
$375K 0.12%
9,341
-534
47
$370K 0.12%
1,664
-16
48
$367K 0.12%
4,026
-1,450
49
$363K 0.11%
19,235
+3,742
50
$348K 0.11%
10,380
-955
1
2
3