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
$214M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$684K
3
+$627K
4
VUG icon
Vanguard Growth ETF
VUG
+$471K
5
VTV icon
Vanguard Value ETF
VTV
+$424K

Top Sells

1
+$1.85M
2
+$860K
3
+$613K
4
DD icon
DuPont de Nemours
DD
+$529K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$505K

Sector Composition

1 Technology 23.94%
2 Healthcare 18.65%
3 Financials 14.26%
4 Energy 10.12%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$760K 0.36%
5,794
-584
52
$748K 0.35%
8,210
-550
53
$746K 0.35%
25,910
-400
54
$743K 0.35%
8,575
+70
55
$741K 0.35%
15,663
-1,758
56
$735K 0.34%
4,846
+290
57
$718K 0.34%
2,005
+119
58
$715K 0.33%
13,520
+60
59
$695K 0.33%
10,095
-748
60
$684K 0.32%
+13,874
61
$676K 0.32%
7,930
+345
62
$675K 0.32%
23,740
+270
63
$673K 0.32%
3,641
-240
64
$672K 0.31%
11,369
65
$663K 0.31%
5,350
66
$636K 0.3%
13,840
+650
67
$629K 0.29%
10,795
-65
68
$619K 0.29%
13,140
+575
69
$619K 0.29%
12,080
-576
70
$610K 0.29%
6,604
-200
71
$603K 0.28%
14,775
+505
72
$600K 0.28%
5,946
+134
73
$598K 0.28%
4,062
-6
74
$596K 0.28%
2,215
-303
75
$595K 0.28%
3,275
+500
1 2
3
4 5