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
$287M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.87M
3
+$3.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.01M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.38M

Top Sells

1
+$884K
2
+$662K
3
+$442K
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$419K
5
NVDA icon
NVIDIA
NVDA
+$251K

Sector Composition

1 Industrials 0.34%
2 Healthcare 0.27%
3 Technology 0.23%
4 Utilities 0.22%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.9M 17.74%
88,162
+6,717
2
$42.5M 14.81%
214,421
+16,232
3
$33.2M 11.59%
400,798
+24,196
4
$28.3M 9.85%
220,361
+35,772
5
$14.7M 5.11%
30,035
+894
6
$11.3M 3.95%
306,856
-84
7
$8.85M 3.09%
56,265
+6,489
8
$8.42M 2.94%
116,684
+15,478
9
$8.23M 2.87%
93,720
+6,016
10
$8.11M 2.83%
35,917
-3,915
11
$7.36M 2.57%
34,820
+4,065
12
$6.36M 2.22%
206,039
+41,177
13
$6.22M 2.17%
121,865
+24,965
14
$5.45M 1.9%
142,874
-5,180
15
$5.36M 1.87%
121,423
-1,216
16
$5.03M 1.75%
83,228
+22,790
17
$4.68M 1.63%
79,040
-11,183
18
$3.85M 1.34%
45,963
+12,564
19
$3.73M 1.3%
46,470
+12,718
20
$1.87M 0.65%
43,713
-2,397
21
$1.84M 0.64%
48,470
-2,675
22
$1.71M 0.59%
33,413
-8,203
23
$1.63M 0.57%
22,433
-6,078
24
$1.45M 0.51%
42,806
-2,325
25
$1.38M 0.48%
42,287
-5,477
1
2 3