BWM

Buska Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 15.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$385K
3
+$330K
4
BIT icon
BlackRock Multi-Sector Income Trust
BIT
+$237K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$234K

Top Sells

1
+$9.12M
2
+$7.5M
3
+$7.3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.28M

Sector Composition

1 Industrials 0.56%
2 Technology 0.47%
3 Healthcare 0.22%
4 Utilities 0.21%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$329K 0.1%
2,868
52
$322K 0.1%
764
+3
53
$317K 0.1%
7,213
-1,271
54
$317K 0.1%
4,041
+615
55
$313K 0.09%
6,872
-749
56
$294K 0.09%
5,695
-1,226
57
$266K 0.08%
5,349
-690
58
$265K 0.08%
15,422
+2,990
59
$264K 0.08%
3,278
-14
60
$260K 0.08%
3,924
-316
61
$255K 0.08%
6,698
-1,525
62
$239K 0.07%
2,645
-652
63
$237K 0.07%
+16,781
64
$235K 0.07%
+20,958
65
$234K 0.07%
28,317
+10,300
66
$231K 0.07%
5,296
-622
67
$224K 0.07%
+16,755
68
$224K 0.07%
336
69
$219K 0.07%
1,990
70
$218K 0.07%
+661
71
$216K 0.06%
+890
72
$213K 0.06%
+2,650
73
$211K 0.06%
4,155
-137
74
$201K 0.06%
+263
75
$186K 0.06%
+23,153
1 2
3
4