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
$334M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$578K
3
+$544K
4
PG icon
Procter & Gamble
PG
+$539K
5
CVX icon
Chevron
CVX
+$536K

Top Sells

1
+$995K
2
+$819K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$528K
5
INTC icon
Intel
INTC
+$370K

Sector Composition

1 Technology 27.15%
2 Financials 16.06%
3 Healthcare 11.31%
4 Energy 10.58%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.73%
19,715
-209
27
$2.33M 0.7%
95,976
-10,633
28
$2.24M 0.67%
10,083
-113
29
$2.24M 0.67%
47,265
+67
30
$1.86M 0.56%
21,877
-140
31
$1.86M 0.56%
11,076
-256
32
$1.76M 0.53%
3,800
33
$1.7M 0.51%
23,707
-250
34
$1.66M 0.5%
4,684
-18
35
$1.61M 0.48%
5,380
-70
36
$1.54M 0.46%
5,965
-125
37
$1.52M 0.46%
3,486
-636
38
$1.52M 0.45%
24,140
-80
39
$1.48M 0.44%
7,119
-5
40
$1.47M 0.44%
5,505
-65
41
$1.42M 0.43%
2,530
-15
42
$1.4M 0.42%
8,790
-25
43
$1.38M 0.41%
6,297
+210
44
$1.37M 0.41%
3,850
-10
45
$1.33M 0.4%
7,640
-10
46
$1.31M 0.39%
7,395
47
$1.31M 0.39%
17,279
-1,010
48
$1.29M 0.39%
19,295
49
$1.27M 0.38%
9,485
-30
50
$1.27M 0.38%
4,341
-20
1
2
3 4 5