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
$184M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$839K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
ABBV icon
AbbVie
ABBV
+$390K

Top Sells

1
+$543K
2
+$511K
3
+$455K
4
IDA icon
Idacorp
IDA
+$374K
5
DE icon
Deere & Co
DE
+$371K

Sector Composition

1 Technology 27.81%
2 Healthcare 20.28%
3 Financials 12.27%
4 Communication Services 9.31%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$688K 0.37%
8,510
-500
52
$685K 0.37%
7,599
+1,966
53
$678K 0.37%
7,660
+325
54
$674K 0.37%
4,074
+456
55
$665K 0.36%
4,075
+1,386
56
$665K 0.36%
2,931
+475
57
$648K 0.35%
4,501
-425
58
$633K 0.34%
7,646
-12
59
$609K 0.33%
12,710
+460
60
$602K 0.33%
12,589
+54
61
$599K 0.33%
6,305
-265
62
$579K 0.31%
2,179
+108
63
$579K 0.31%
12,688
+972
64
$575K 0.31%
24,260
+250
65
$575K 0.31%
6,190
-290
66
$560K 0.3%
11,174
+4,038
67
$559K 0.3%
10,420
+1,341
68
$558K 0.3%
6,485
+1,632
69
$554K 0.3%
8,350
+1,460
70
$529K 0.29%
4,736
+1,217
71
$526K 0.29%
21,421
+7,346
72
$523K 0.28%
14,865
+175
73
$509K 0.28%
11,115
+300
74
$495K 0.27%
5,171
+1,891
75
$491K 0.27%
42,435
+2,106
1 2
3
4 5