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
$251M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.5M
3
+$2.3M
4
FDTX icon
Fidelity Disruptive Technology ETF
FDTX
+$1.59M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$1.4M

Top Sells

1
+$961K
2
+$635K
3
+$590K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$590K
5
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$542K

Sector Composition

1 Technology 0.46%
2 Industrials 0.37%
3 Healthcare 0.34%
4 Utilities 0.18%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.6M 17.77%
81,445
+5,859
2
$36.2M 14.42%
198,189
+12,589
3
$30.2M 12.03%
376,602
+31,194
4
$21.9M 8.73%
184,589
+4,844
5
$14M 5.57%
29,141
+2,831
6
$11.1M 4.44%
306,940
+26,103
7
$9.01M 3.59%
39,832
+5,013
8
$7.99M 3.19%
87,704
+6,044
9
$6.97M 2.78%
49,776
+8,812
10
$6.62M 2.64%
101,206
+21,433
11
$5.92M 2.36%
30,755
+5,279
12
$5.53M 2.21%
148,054
+10,304
13
$5.26M 2.1%
122,639
-22,405
14
$5.09M 2.03%
90,223
-2,806
15
$5.09M 2.03%
164,862
+25,639
16
$4.95M 1.97%
96,900
+16,296
17
$3.52M 1.4%
60,438
+15,203
18
$2.67M 1.06%
33,399
+8,295
19
$2.6M 1.04%
33,752
+8,518
20
$1.97M 0.79%
41,616
-13,401
21
$1.96M 0.78%
28,511
-8,604
22
$1.87M 0.75%
46,110
-14,538
23
$1.87M 0.74%
51,145
-14,853
24
$1.59M 0.63%
+47,764
25
$1.5M 0.6%
45,131
+1,102
1
2 3