BWM

Buska Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 13.37%
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.47M
3
+$1.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.24M

Top Sells

1
+$889K
2
+$877K
3
+$653K
4
KBWP icon
Invesco KBW Property & Casualty Insurance ETF
KBWP
+$406K
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$300K

Sector Composition

1 Technology 0.27%
2 Industrials 0.26%
3 Healthcare 0.25%
4 Utilities 0.19%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$345K 0.11%
7,583
-371
52
$326K 0.1%
7,553
-623
53
$313K 0.1%
2,868
54
$306K 0.1%
4,267
55
$289K 0.09%
4,079
+33
56
$276K 0.09%
7,004
-92
57
$265K 0.08%
706
-29
58
$256K 0.08%
+761
59
$249K 0.08%
4,930
-335
60
$225K 0.07%
2,077
+54
61
$214K 0.07%
3,647
-17
62
$206K 0.06%
+1,229
63
$123K 0.04%
16,783
+5,323
64
$111K 0.03%
19,019
-25,729
1 2
3