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
$244M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$677K
3
+$636K
4
RTX icon
RTX Corp
RTX
+$536K
5
CVS icon
CVS Health
CVS
+$474K

Top Sells

1
+$2.04M
2
+$1.9M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
COP icon
ConocoPhillips
COP
+$800K

Sector Composition

1 Technology 29.79%
2 Healthcare 19.79%
3 Financials 11.27%
4 Consumer Discretionary 9.25%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$822K 0.34%
1,840
+85
52
$814K 0.33%
2,262
+237
53
$794K 0.33%
14,817
+2,275
54
$793K 0.33%
5,603
-1,490
55
$784K 0.32%
6,890
+655
56
$783K 0.32%
19,645
+5,185
57
$779K 0.32%
8,510
58
$769K 0.32%
2,115
-272
59
$759K 0.31%
15,060
+45
60
$755K 0.31%
2,889
+39
61
$708K 0.29%
7,245
+60
62
$703K 0.29%
3,160
-930
63
$677K 0.28%
+2,880
64
$632K 0.26%
19,910
+145
65
$629K 0.26%
14,658
66
$607K 0.25%
7,862
+174
67
$598K 0.25%
5,300
-500
68
$595K 0.24%
4,209
-25
69
$584K 0.24%
2,070
+40
70
$571K 0.23%
6,677
-451
71
$566K 0.23%
2,646
-882
72
$566K 0.23%
5,000
73
$541K 0.22%
2,036
+15
74
$540K 0.22%
13,057
75
$537K 0.22%
2,580
+59
1 2
3
4 5