BWM

Buska Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 13.37%
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.47M
3
+$1.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.24M

Top Sells

1
+$889K
2
+$877K
3
+$653K
4
KBWP icon
Invesco KBW Property & Casualty Insurance ETF
KBWP
+$406K
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$300K

Sector Composition

1 Technology 0.27%
2 Industrials 0.26%
3 Healthcare 0.25%
4 Utilities 0.19%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.9M 16.89%
95,923
+2,262
2
$45M 14.09%
231,757
+4,908
3
$35.5M 11.12%
441,402
+15,422
4
$34.5M 10.8%
267,361
+15,962
5
$15.9M 4.98%
33,887
+2,605
6
$10.9M 3.42%
292,825
-8,061
7
$9.96M 3.12%
213,264
+8,134
8
$9.36M 2.93%
58,268
-4,066
9
$9.15M 2.87%
296,776
+32,918
10
$9.11M 2.85%
132,997
+2,009
11
$9.04M 2.83%
177,101
+19,857
12
$8.02M 2.51%
134,945
+19,256
13
$6.06M 1.9%
74,091
+10,370
14
$5.93M 1.86%
75,204
+10,677
15
$5.93M 1.86%
57,426
-8,490
16
$5.27M 1.65%
83,693
+11,682
17
$5.19M 1.63%
135,945
-6,367
18
$5.12M 1.61%
27,140
-4,706
19
$4.78M 1.5%
108,318
-1,089
20
$2.69M 0.84%
51,293
+12,874
21
$2.23M 0.7%
32,046
+18,439
22
$1.87M 0.59%
15,024
-3,256
23
$1.47M 0.46%
+19,995
24
$1.43M 0.45%
37,854
-2,202
25
$1.43M 0.45%
42,017
-1,299
1
2 3