BWM
Buska Wealth Management Portfolio holdings
AUM
$366M
1-Year Est. Return
12.68%
1 Year Est. Return
+12.68%
AUM
$319M
AUM Growth
+$6.66M
(+2.1%)
Holding
64
Top Buys
| 1 | +$2.06M | |
| 2 | +$1.47M | |
| 3 | +$1.28M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.27M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.24M |
Top Sells
| 1 | +$889K | |
| 2 | +$877K | |
| 3 | +$653K | |
| 4 |
Invesco KBW Property & Casualty Insurance ETF
KBWP
|
+$406K |
| 5 |
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
Innovator US Equity Buffer ETF March
BMAR
$203M
| $345K | 0.11% |
7,583
-371
|
|
||
52
Innovator US Equity Buffer ETF July
BJUL
$300M
| $326K | 0.1% |
7,553
-623
|
|
||
53
WEC Energy
WEC
$36.6B
| $313K | 0.1% |
2,868
|
|
||
54
Coca-Cola
KO
$308B
| $306K | 0.1% |
4,267
|
|
||
55
Xcel Energy
XEL
$48B
| $289K | 0.09% |
4,079
+33
|
|
||
56
Utilities Select Sector SPDR Fund
XLU
$22B
| $276K | 0.09% |
3,502
-46
|
|
||
57
Microsoft
MSFT
$3.78T
| $265K | 0.08% |
706
-29
|
|
||
58
Trane Technologies
TT
$93.5B
| $256K | 0.08% |
+761
|
|
||
59
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.04B
| $249K | 0.08% |
4,930
-335
|
|
||
60
NVIDIA
NVDA
$4.7T
| $225K | 0.07% |
2,077
+54
|
|
||
61
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $214K | 0.07% |
3,647
-17
|
|
||
62
Chevron
CVX
$312B
| $206K | 0.06% |
+1,229
|
|
||
63
Cornerstone Strategic Value Fund
CLM
$2.37B
| $123K | 0.04% |
16,783
+5,323
|
|
||
|
EVF
64
Eaton Vance Senior Income Trust
EVF
$98.3M
| $111K | 0.03% |
19,019
-25,729
|
|