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
$267M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$852K
3
+$634K
4
XOM icon
Exxon Mobil
XOM
+$227K
5
WBA
Walgreens Boots Alliance
WBA
+$165K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$1M
5
AMT icon
American Tower
AMT
+$675K

Sector Composition

1 Technology 27.73%
2 Healthcare 14.63%
3 Financials 12.74%
4 Energy 12.71%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.75%
5,415
-646
27
$1.98M 0.74%
34,525
+14,879
28
$1.9M 0.71%
3,761
-1,984
29
$1.72M 0.64%
19,298
-1,897
30
$1.71M 0.64%
21,888
+1,475
31
$1.59M 0.6%
3,900
32
$1.55M 0.58%
37,700
-1,500
33
$1.53M 0.57%
26,298
-146
34
$1.36M 0.51%
31,270
-8,880
35
$1.33M 0.5%
48,443
-3,189
36
$1.27M 0.48%
9,670
-327
37
$1.19M 0.45%
11,135
+120
38
$1.13M 0.42%
4,260
-285
39
$1.09M 0.41%
4,723
-1,606
40
$1.08M 0.4%
7,615
+500
41
$1.04M 0.39%
30,865
+300
42
$1.04M 0.39%
6,136
-1,303
43
$1.03M 0.39%
5,735
-70
44
$1.03M 0.38%
2,590
+20
45
$1.02M 0.38%
11,797
+5
46
$1.01M 0.38%
12,100
-3,500
47
$998K 0.37%
+11,308
48
$973K 0.36%
2,000
+235
49
$967K 0.36%
3,148
-1,172
50
$955K 0.36%
10,200
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