BWM

Buska Wealth Management Portfolio holdings

AUM $271M
1-Year Est. Return 14.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.53M
3
+$4.45M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.71M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$2.55M

Top Sells

1
+$5.68M
2
+$5.35M
3
+$3.11M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$3M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$2.55M

Sector Composition

1 Technology 0.34%
2 Industrials 0.3%
3 Utilities 0.17%
4 Healthcare 0.16%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.31%
31,577
-10,440
27
$986K 0.27%
15,412
-2,064
28
$964K 0.26%
36,388
-468
29
$899K 0.25%
8,166
+111
30
$861K 0.24%
4,872
+28
31
$787K 0.22%
6,214
-51,212
32
$751K 0.21%
19,262
-12,484
33
$586K 0.16%
1,031
-79
34
$582K 0.16%
3,684
+1,607
35
$573K 0.16%
1,838
+344
36
$573K 0.16%
27,290
+7,710
37
$561K 0.15%
2,450
+25
38
$485K 0.13%
32,589
+1,493
39
$485K 0.13%
1,596
40
$470K 0.13%
24,795
+1,490
41
$434K 0.12%
11,603
-4,478
42
$428K 0.12%
5,665
-78,028
43
$409K 0.11%
15,419
44
$392K 0.11%
13,533
+33
45
$389K 0.11%
19,886
+651
46
$358K 0.1%
8,484
-1,119
47
$346K 0.09%
3,205
-6
48
$339K 0.09%
6,921
-662
49
$338K 0.09%
1,647
-17
50
$334K 0.09%
7,621
-1,720
1
2
3