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
$287M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.87M
3
+$3.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.01M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.38M

Top Sells

1
+$884K
2
+$662K
3
+$442K
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$419K
5
NVDA icon
NVIDIA
NVDA
+$251K

Sector Composition

1 Industrials 0.34%
2 Healthcare 0.27%
3 Technology 0.23%
4 Utilities 0.22%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.1%
4,327
+38
52
$263K 0.09%
611
-166
53
$240K 0.08%
+12,164
54
$226K 0.08%
3,828
-368
55
$220K 0.08%
35,535
-5,555
56
$213K 0.07%
+10,514
57
$209K 0.07%
4,999
-242
58
$78.7K 0.03%
+10,405
59
– –
-1,057
60
– –
-1,280
61
– –
-13,958
62
– –
-231
63
– –
-2,029
1 2
3