BWM

Buckley Wealth Management Portfolio holdings

AUM $377M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$550K
3
+$324K
4
AXON icon
Axon Enterprise
AXON
+$237K
5
BSX icon
Boston Scientific
BSX
+$206K

Top Sells

1
+$7.19M
2
+$3.46M
3
+$1.36M
4
NEM icon
Newmont
NEM
+$1.32M
5
T icon
AT&T
T
+$1.29M

Sector Composition

1 Technology 26.92%
2 Healthcare 17.17%
3 Energy 12.65%
4 Financials 12.2%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 0.84%
40,850
-200
27
$2.27M 0.83%
9,472
-1,000
28
$2.2M 0.8%
18,890
-2,020
29
$2.03M 0.74%
10,198
-887
30
$1.96M 0.71%
24,669
-229
31
$1.94M 0.71%
5,943
-7
32
$1.94M 0.71%
3,982
-200
33
$1.89M 0.69%
11,464
+55
34
$1.79M 0.65%
24,818
+4,298
35
$1.27M 0.46%
38,258
-403
36
$1.14M 0.42%
4,342
-41
37
$1.13M 0.41%
6,268
+61
38
$1.11M 0.4%
10,300
39
$1.06M 0.39%
6,385
-450
40
$1.03M 0.38%
70,610
+7,290
41
$1.02M 0.37%
11,993
+89
42
$1.02M 0.37%
12,156
-1,988
43
$1M 0.37%
1,960
-13
44
$1M 0.36%
1,950
-18
45
$999K 0.36%
17,860
+30
46
$976K 0.36%
4,700
-229
47
$951K 0.35%
28,910
-180
48
$948K 0.35%
10,687
+187
49
$943K 0.34%
14,350
-75
50
$938K 0.34%
25,095
+3,154
1
2
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