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
$369M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.72M
3
+$1.45M
4
VLO icon
Valero Energy
VLO
+$1.26M
5
AMD icon
Advanced Micro Devices
AMD
+$1.03M

Top Sells

1
+$1.73M
2
+$1.31M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.18M
5
PFE icon
Pfizer
PFE
+$1.04M

Sector Composition

1 Technology 27.62%
2 Healthcare 15.6%
3 Consumer Discretionary 11.75%
4 Financials 11.11%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.95%
28,090
+6,908
27
$3.4M 0.92%
6,656
-167
28
$3.08M 0.83%
18,974
+556
29
$2.67M 0.72%
12,007
+2,282
30
$2.49M 0.67%
12,306
+1,419
31
$2.33M 0.63%
5,282
-1,014
32
$2.33M 0.63%
12,702
+991
33
$2.22M 0.6%
49,800
+600
34
$2.13M 0.58%
6,674
+793
35
$1.83M 0.5%
19,537
+2,210
36
$1.78M 0.48%
43,199
+3,789
37
$1.76M 0.48%
34,543
-343
38
$1.68M 0.46%
35,920
+13,019
39
$1.6M 0.43%
26,469
+3,362
40
$1.58M 0.43%
18,648
+5,464
41
$1.55M 0.42%
4,605
+785
42
$1.54M 0.42%
21,160
-2,433
43
$1.44M 0.39%
10,320
+20
44
$1.41M 0.38%
6,375
+1,509
45
$1.41M 0.38%
5,151
+1,160
46
$1.35M 0.37%
15,492
+3,082
47
$1.33M 0.36%
48,850
-8,460
48
$1.3M 0.35%
5,270
+446
49
$1.27M 0.34%
7,611
+2,446
50
$1.27M 0.34%
8,200
+55
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2
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