BWM

Buska Wealth Management Portfolio holdings

AUM $271M
1-Year Est. Return 14.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.53M
3
+$4.45M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.71M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$2.55M

Top Sells

1
+$5.68M
2
+$5.35M
3
+$3.11M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$3M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$2.55M

Sector Composition

1 Technology 0.34%
2 Industrials 0.3%
3 Utilities 0.17%
4 Healthcare 0.16%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$333K 0.09%
670
-36
52
$333K 0.09%
761
53
$316K 0.09%
4,641
+562
54
$303K 0.08%
8,223
-2,157
55
$300K 0.08%
4,240
-27
56
$299K 0.08%
2,868
57
$290K 0.08%
3,297
-729
58
$285K 0.08%
6,039
-1,514
59
$249K 0.07%
+3,426
60
$247K 0.07%
+3,292
61
$242K 0.07%
5,918
-1,086
62
$225K 0.06%
+12,432
63
$217K 0.06%
4,292
-638
64
$210K 0.06%
+1,990
65
$208K 0.06%
+336
66
$146K 0.04%
18,017
+1,234
67
$107K 0.03%
18,850
-169
68
– –
-1,229
69
– –
-3,647
1 2
3