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BWM
Buska Wealth Management Portfolio holdings
AUM
$277M
1-Year Est. Return
19.88%
This Fund
S&P 500
This Quarter
Est. Return
+11.9%
1 Year Est. Return
+19.88%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$28.4M
(+11%)
Cap. Flow
+$2.17M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
66.86%
Holding
85
New
11
Increased
29
Reduced
33
Closed
4
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$5.37M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.89M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.33M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.5M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.43M |
Sector Composition
| 1 | Industrials | 0.98% |
| 2 | Technology | 0.76% |
| 3 | Energy | 0.3% |
| 4 | Utilities | 0.29% |
| 5 | Communication Services | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.6B
| $205K | 0.07% |
+2,283
| New | +$175K |
|
77
Chevron
CVX
$362B
| $204K | 0.07% |
1,231
+97
| +9% | +$18.1K |
|
78
GE Aerospace
GE
$369B
| $204K | 0.07% |
+545
| New | +$171K |
|
79
Energy Transfer Partners
ET
$69.1B
| $199K | 0.07% |
10,404
-1,421
| -12% | -$27.5K |
|
|
PDO
80
PIMCO Dynamic Income Opportunities Fund
PDO
$1.86B
| $182K | 0.07% |
13,733
-7,414
| -35% | -$97.2K |
|
|
CRF
81
Cornerstone Total Return Fund
CRF
$1.17B
| $178K | 0.06% |
24,761
+743
| +3% | +$5.34K |
|
|
AWF
82
AllianceBernstein Global High Income Fund
AWF
$879M
| – | – |
-18,407
| Closed | -$187K |
|
83
Invesco KBW Property & Casualty Insurance ETF
KBWP
$262M
| – | – |
-9,540
| Closed | -$1.14M |
|
84
PIMCO Dynamic Income Fund
PDI
$7.5B
| – | – |
-35,447
| Closed | -$606K |
|
85
Innovator US Equity Ultra Buffer ETF July
UJUL
$227M
| – | – |
-5,255
| Closed | -$201K |
|
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