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
$251M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.5M
3
+$2.3M
4
FDTX icon
Fidelity Disruptive Technology ETF
FDTX
+$1.59M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$1.4M

Top Sells

1
+$961K
2
+$635K
3
+$590K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$590K
5
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$542K

Sector Composition

1 Technology 0.46%
2 Industrials 0.37%
3 Healthcare 0.34%
4 Utilities 0.18%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.09%
+2,363
52
$216K 0.09%
2,757
53
$209K 0.08%
231
-36
54
$206K 0.08%
+1,280
55
$204K 0.08%
+1,057
56
– –
-3,481
57
– –
-10,006
58
– –
-3,770
1 2
3