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
$270M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.64M
3
+$1.09M
4
COST icon
Costco
COST
+$1.01M
5
PARA
Paramount Global Class B
PARA
+$951K

Top Sells

1
+$1.64M
2
+$611K
3
+$443K
4
IAU icon
iShares Gold Trust
IAU
+$384K
5
GLD icon
SPDR Gold Trust
GLD
+$303K

Sector Composition

1 Technology 27.58%
2 Healthcare 18.89%
3 Financials 11.32%
4 Consumer Discretionary 9.39%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.73%
25,481
-74
27
$1.83M 0.68%
9,618
-298
28
$1.76M 0.65%
16,257
+961
29
$1.72M 0.64%
44,521
-5,855
30
$1.59M 0.59%
20,572
-341
31
$1.54M 0.57%
17,399
+1,373
32
$1.5M 0.56%
23,843
33
$1.49M 0.55%
5,309
+407
34
$1.46M 0.54%
6,496
+660
35
$1.43M 0.53%
10,116
-100
36
$1.33M 0.49%
5,474
+70
37
$1.25M 0.46%
18,929
+6,389
38
$1.24M 0.46%
11,960
-520
39
$1.23M 0.46%
7,640
-79
40
$1.18M 0.44%
22,244
-1,833
41
$1.16M 0.43%
22,800
-2,740
42
$1.09M 0.4%
19,895
+250
43
$1.09M 0.4%
+10,900
44
$1.05M 0.39%
13,306
+190
45
$1.02M 0.38%
5,640
46
$1.02M 0.38%
22,020
-100
47
$1.01M 0.37%
13,320
-2,415
48
$975K 0.36%
15,321
-180
49
$973K 0.36%
17,984
+1,662
50
$970K 0.36%
4,895
+35
1
2
3 4 5