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
$228M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$32.6M
3
+$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

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
51
$206K 0.09%
+3,481
52
$202K 0.09%
+3,770
1 2
3