BWM

Buska Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
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 +$39.7M
2 +$33.9M
3 +$25.3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$21.7M
5
QQQ icon
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 Change
in Stake
Capital Flow
51
$206K 0.09%
+3,481
52
$202K 0.09%
+3,770