BWM

Buska Wealth Management Portfolio holdings

AUM $271M
1-Year Est. Return 14.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.53M
3
+$4.45M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.71M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$2.55M

Top Sells

1
+$5.68M
2
+$5.35M
3
+$3.11M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$3M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$2.55M

Sector Composition

1 Technology 0.34%
2 Industrials 0.3%
3 Utilities 0.17%
4 Healthcare 0.16%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.3M 16.47%
97,093
+1,170
2
$48.7M 13.3%
237,865
+6,108
3
$44.3M 12.1%
464,484
+23,082
4
$39.5M 10.81%
296,671
+29,310
5
$21.1M 5.77%
38,299
+4,412
6
$11.1M 3.04%
361,085
+64,309
7
$11M 3.02%
216,341
+39,240
8
$10.9M 2.98%
231,838
+123,520
9
$10.3M 2.81%
171,737
+36,792
10
$9.63M 2.63%
226,994
+13,730
11
$9.41M 2.57%
117,492
+97,497
12
$8.8M 2.4%
41,697
-16,571
13
$8.31M 2.27%
210,385
-82,440
14
$7.85M 2.14%
94,628
+20,537
15
$7.81M 2.13%
96,856
+21,652
16
$7.55M 2.06%
97,427
-35,570
17
$5.51M 1.5%
83,159
+70,495
18
$5.1M 1.39%
68,815
+36,769
19
$4.35M 1.19%
35,390
+20,366
20
$4.18M 1.14%
79,152
+27,859
21
$4.02M 1.1%
97,474
-38,471
22
$3.87M 1.06%
19,871
-7,269
23
$1.19M 0.33%
23,300
-3,216
24
$1.19M 0.33%
29,419
-8,435
25
$1.14M 0.31%
24,820
-7,092
1
2 3