BWM
Buska Wealth Management Portfolio holdings
AUM
$366M
This Quarter Return
+7.75%
1 Year Return
+12.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$228M
AUM Growth
–
Cap. Flow
+$228M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.13%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$39.7M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$33.9M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$25.3M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$21.7M |
| 5 |
Invesco QQQ Trust
QQQ
|
$11.7M |
Top Sells
No sells this quarter
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Apogee Enterprises
APOG
$910M
| $206K | 0.09% |
+3,481
| New | +$206K |
|
52
Unum
UNM
$12.4B
| $202K | 0.09% |
+3,770
| New | +$202K |
|