BWM
Buska Wealth Management Portfolio holdings
AUM
$249M
1-Year Est. Return
15.97%
This Fund
S&P 500
1 Year Est. Return
+15.97%
AUM
$249M
AUM Growth
-$21.7M
(-8%)
Holding
82
Top Buys
| 1 | +$2.3M | |
| 2 | +$1.48M | |
| 3 | +$1.45M | |
| 4 |
Defiance Quantum ETF
QTUM
|
+$1.29M |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
+$1.17M |
Top Sells
| 1 | +$6.11M | |
| 2 | +$4.01M | |
| 3 | +$3.79M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$2.79M |
| 5 |
State Street SPDR S&P Aerospace & Defense ETF
XAR
|
+$2.07M |
Sector Composition
| 1 | Industrials | 0.86% |
| 2 | Technology | 0.43% |
| 3 | Energy | 0.4% |
| 4 | Utilities | 0.32% |
| 5 | Communication Services | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Innovator US Equity Buffer ETF March
BMAR
$234M
| – | – |
-4,693
|
|
||
77
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.5B
| – | – |
-4,270
|
|
||
78
Guggenheim Strategic Opportunities Fund
GOF
$2.37B
| – | – |
-38,013
|
|
||
79
Vanguard Mega Cap Growth ETF
MGK
$34.7B
| – | – |
-2,655
|
|
||
80
Innovator US Equity Power Buffer ETF March
PMAR
$769M
| – | – |
-6,102
|
|
||
81
VanEck Pharmaceutical ETF
PPH
$926M
| – | – |
-2,131
|
|
||
82
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
| – | – |
-4,797
|
|