BWM

Buska Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$33.9M
3
+$25.3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$21.7M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.51%
2 Healthcare 0.32%
3 Technology 0.29%
4 Utilities 0.2%
5 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.7M 17.42%
+75,586
2
$33.9M 14.86%
+185,600
3
$25.3M 11.08%
+345,408
4
$21.7M 9.53%
+179,745
5
$11.7M 5.12%
+26,310
6
$9.98M 4.38%
+280,837
7
$7.71M 3.38%
+81,660
8
$7.25M 3.18%
+34,819
9
$6.05M 2.65%
+145,044
10
$5.76M 2.52%
+40,964
11
$5.41M 2.37%
+79,773
12
$5.25M 2.3%
+93,029
13
$5.21M 2.28%
+25,476
14
$5.03M 2.2%
+137,750
15
$4.29M 1.88%
+139,223
16
$4.12M 1.8%
+80,604
17
$2.65M 1.16%
+45,235
18
$2.62M 1.15%
+55,017
19
$2.59M 1.14%
+37,115
20
$2.36M 1.03%
+60,648
21
$2.34M 1.02%
+65,998
22
$2.02M 0.89%
+25,104
23
$1.96M 0.86%
+25,234
24
$1.44M 0.63%
+44,029
25
$799K 0.35%
+24,467
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