BWM
Buska Wealth Management Portfolio holdings
AUM
$271M
1-Year Est. Return
14.13%
This Fund
S&P 500
1 Year Est. Return
+14.13%
AUM
$271M
AUM Growth
-$62.5M
(-19%)
Holding
79
Top Buys
| 1 | +$1.61M | |
| 2 | +$1.22M | |
| 3 | +$1.16M | |
| 4 |
Caterpillar
CAT
|
+$219K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$78.2K |
Top Sells
| 1 | +$12.2M | |
| 2 | +$9.4M | |
| 3 | +$9.28M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$7.45M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$4.36M |
Sector Composition
| 1 | Industrials | 0.76% |
| 2 | Technology | 0.58% |
| 3 | Utilities | 0.24% |
| 4 | Energy | 0.24% |
| 5 | Communication Services | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
BlackRock Multi-Sector Income Trust
BIT
$573M
| – | – |
-16,755
|
|
||
77
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.38B
| – | – |
-4,155
|
|
||
78
Eli Lilly
LLY
$992B
| – | – |
-263
|
|
||
|
ZMAR
79
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$86.1M
| – | – |
-15,416
|
|