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
$312M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.24M
3
+$2.43M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.21M
5
KBWP icon
Invesco KBW Property & Casualty Insurance ETF
KBWP
+$2.12M

Top Sells

1
+$688K
2
+$559K
3
+$540K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$446K
5
RCM
R1 RCM Inc. Common Stock
RCM
+$425K

Sector Composition

1 Technology 0.32%
2 Healthcare 0.24%
3 Utilities 0.17%
4 Industrials 0.17%
5 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.1M 17.65%
93,661
+5,499
2
$44.4M 14.22%
226,849
+12,428
3
$37.4M 11.98%
425,980
+25,182
4
$32.1M 10.27%
251,399
+31,038
5
$16M 5.12%
31,282
+1,247
6
$11.4M 3.65%
300,886
-5,970
7
$10.3M 3.31%
62,334
+6,069
8
$9.21M 2.95%
130,988
+14,304
9
$8.79M 2.81%
102,565
+8,845
10
$8.11M 2.6%
263,858
+57,819
11
$8M 2.56%
157,244
+35,379
12
$7.66M 2.45%
32,958
-2,959
13
$6.71M 2.15%
115,689
+32,461
14
$5.98M 1.91%
31,846
-2,974
15
$5.59M 1.79%
142,312
-562
16
$5.11M 1.64%
63,721
+17,758
17
$5.08M 1.62%
64,527
+18,057
18
$4.91M 1.57%
109,407
-12,016
19
$4.57M 1.46%
72,011
-7,029
20
$2.12M 0.68%
+18,280
21
$1.99M 0.64%
38,419
+22,296
22
$1.54M 0.49%
40,056
-8,414
23
$1.5M 0.48%
34,505
-9,208
24
$1.5M 0.48%
43,316
+510
25
$1.36M 0.43%
27,456
-5,957
1
2 3