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Buska Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 19.88%
This Fund
S&P 500
This Quarter Est. Return
+7.75%
1 Year Est. Return
+19.88%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
–
Cap. Flow
+$219M
Cap. Flow %
96.04%
Top 10 Hldgs %
74.13%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$37.8M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$32.6M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$24M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$20.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 0.51%
2 Healthcare 0.32%
3 Technology 0.29%
4 Utilities 0.2%
5 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APOG icon
51
Apogee Enterprises
APOG
$888M
$206K 0.09%
+3,481
New +$192K
UNM icon
52
Unum
UNM
$14.5B
$202K 0.09%
+3,770
New +$184K
1 2
3

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Buska Wealth Management's Q1 2024 Portfolio in Review

Q1 2024 is the first quarter with a 13F filing on record for Buska Wealth Management, which disclosed 52 positions worth $228M. Its ten largest holdings account for 74% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 75,586 shares worth $39.7M.

By sector, the portfolio is most concentrated in Industrials at 0.51% of assets, followed by Healthcare and Technology.

  • Buska Wealth Management's largest Q1 2024 buy was iShares Core S&P 500 ETF: 75,586 shares worth $39.7M.
  • Buska Wealth Management's ten largest holdings make up 74% of its $228M portfolio in Q1 2024.
  • Buska Wealth Management disclosed 52 positions in Q1 2024, its first 13F filing on record.

Based on Buska Wealth Management's 13F filing for Q1 2024, filed 1 Jul 2024.