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
$333M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$9.48M
2 +$7.7M
3 +$7.66M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.44M

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
EVF
76
Eaton Vance Senior Income Trust
EVF
$97.6M
-18,850
OXLC
77
Oxford Lane Capital
OXLC
$1.46B
-27,290