BWM

Buckley Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$677K
3
+$636K
4
RTX icon
RTX Corp
RTX
+$536K
5
CVS icon
CVS Health
CVS
+$474K

Top Sells

1
+$2.04M
2
+$1.9M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
COP icon
ConocoPhillips
COP
+$800K

Sector Composition

1 Technology 29.79%
2 Healthcare 19.79%
3 Financials 11.27%
4 Consumer Discretionary 9.25%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.67%
52,538
+11,330
27
$1.64M 0.67%
15,296
+888
28
$1.59M 0.65%
9,916
+117
29
$1.53M 0.63%
50,376
-1,215
30
$1.49M 0.61%
20,913
-1,033
31
$1.48M 0.61%
23,843
+5,654
32
$1.33M 0.54%
16,026
+528
33
$1.29M 0.53%
4,902
+47
34
$1.27M 0.52%
5,404
-202
35
$1.25M 0.51%
5,836
+416
36
$1.24M 0.51%
10,216
-505
37
$1.13M 0.46%
7,719
-26
38
$1.13M 0.46%
5,640
+295
39
$1.09M 0.45%
12,480
-2,200
40
$986K 0.4%
3,072
41
$980K 0.4%
25,540
+4,160
42
$974K 0.4%
13,116
-358
43
$972K 0.4%
15,735
+300
44
$969K 0.4%
22,120
-1,790
45
$963K 0.39%
24,077
-20,005
46
$933K 0.38%
2,614
-15
47
$858K 0.35%
4,860
-985
48
$856K 0.35%
12,540
+304
49
$855K 0.35%
16,322
+201
50
$839K 0.34%
15,501
-5,325
1
2
3 4 5