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
$312M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.24M
3
+$2.43M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.21M
5
KBWP icon
Invesco KBW Property & Casualty Insurance ETF
KBWP
+$2.12M

Top Sells

1
+$688K
2
+$559K
3
+$540K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$446K
5
RCM
R1 RCM Inc. Common Stock
RCM
+$425K

Sector Composition

1 Technology 0.32%
2 Healthcare 0.24%
3 Utilities 0.17%
4 Industrials 0.17%
5 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.09%
4,046
-281
52
$272K 0.09%
+2,023
53
$270K 0.09%
2,868
-709
54
$269K 0.09%
3,548
-448
55
$266K 0.09%
4,267
-31
56
$264K 0.08%
5,265
-440
57
$213K 0.07%
3,664
-164
58
$96.9K 0.03%
11,460
+1,055
59
– –
-1,092
60
– –
-4,999
61
– –
-30,000
1 2
3