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
$291M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$790K
3
+$784K
4
AVGO icon
Broadcom
AVGO
+$302K
5
OGN icon
Organon & Co
OGN
+$281K

Top Sells

1
+$1.54M
2
+$906K
3
+$737K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$588K
5
AAPL icon
Apple
AAPL
+$398K

Sector Composition

1 Technology 27.07%
2 Healthcare 18.16%
3 Consumer Discretionary 12.32%
4 Financials 11.37%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.75%
25,500
+19
27
$2.09M 0.72%
10,863
-343
28
$1.86M 0.64%
16,540
+283
29
$1.76M 0.61%
9,098
-520
30
$1.72M 0.59%
17,386
-13
31
$1.7M 0.58%
41,142
-3,379
32
$1.59M 0.55%
20,600
+28
33
$1.59M 0.55%
23,843
34
$1.53M 0.52%
5,242
-232
35
$1.51M 0.52%
9,171
-945
36
$1.51M 0.52%
5,224
-85
37
$1.45M 0.5%
6,265
-231
38
$1.41M 0.49%
11,280
-680
39
$1.35M 0.46%
28,360
+6,340
40
$1.28M 0.44%
18,948
+19
41
$1.27M 0.44%
7,640
42
$1.17M 0.4%
19,134
-3,110
43
$1.11M 0.38%
4,594
-301
44
$1.06M 0.36%
10,900
45
$1.03M 0.35%
18,011
+27
46
$1.01M 0.35%
2,647
-22
47
$1M 0.34%
18,025
-4,775
48
$987K 0.34%
2,143
-113
49
$985K 0.34%
4,032
-181
50
$981K 0.34%
1,840
-45
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