BWM
Buska Wealth Management Portfolio holdings
AUM
$366M
This Quarter Return
+2.56%
1 Year Return
+12.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+10%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
6.96%
Top 10 Holdings %
Top 10 Hldgs %
75.14%
Holding
58
New
6
Increased
22
Reduced
24
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.21M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.5M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.3M |
| 4 |
Fidelity Disruptive Technology ETF
FDTX
|
$1.59M |
| 5 |
Fidelity MSCI Industrials Index ETF
FIDU
|
$1.4M |
Top Sells
Sector Composition
| 1 | Technology | 0.46% |
| 2 | Industrials | 0.37% |
| 3 | Healthcare | 0.34% |
| 4 | Utilities | 0.18% |
| 5 | Communication Services | 0.1% |
