BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.96M
3
+$1.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
BKH icon
Black Hills Corp
BKH
+$989K

Top Sells

1
+$1.3M
2
+$902K
3
+$791K
4
MSFT icon
Microsoft
MSFT
+$557K
5
AVGO icon
Broadcom
AVGO
+$510K

Sector Composition

1 Technology 27.19%
2 Financials 15.63%
3 Healthcare 10.67%
4 Energy 10.34%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.71%
102,026
+6,050
27
$2.41M 0.66%
46,779
-486
28
$2.14M 0.59%
21,084
-793
29
$2.01M 0.55%
4,020
+220
30
$1.8M 0.49%
7,404
+9
31
$1.75M 0.48%
6,216
-81
32
$1.75M 0.48%
76,206
-19,195
33
$1.68M 0.46%
11,515
+405
34
$1.6M 0.44%
9,374
-111
35
$1.6M 0.44%
8,459
-331
36
$1.58M 0.43%
25,631
+16,810
37
$1.57M 0.43%
4,585
-99
38
$1.56M 0.43%
+96,000
39
$1.56M 0.43%
7,210
+6,130
40
$1.54M 0.42%
4,929
-451
41
$1.53M 0.42%
22,721
-986
42
$1.52M 0.42%
23,975
-165
43
$1.5M 0.41%
3,549
+63
44
$1.48M 0.41%
3,329
45
$1.45M 0.4%
17,653
+374
46
$1.42M 0.39%
3,784
-66
47
$1.41M 0.39%
2,484
-46
48
$1.4M 0.38%
18,545
+4,365
49
$1.38M 0.38%
8,703
-235
50
$1.36M 0.37%
19,209
-86
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2
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