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
$270M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.64M
3
+$1.09M
4
COST icon
Costco
COST
+$1.01M
5
PARA
Paramount Global Class B
PARA
+$951K

Top Sells

1
+$1.64M
2
+$611K
3
+$443K
4
IAU icon
iShares Gold Trust
IAU
+$384K
5
GLD icon
SPDR Gold Trust
GLD
+$303K

Sector Composition

1 Technology 27.58%
2 Healthcare 18.89%
3 Financials 11.32%
4 Consumer Discretionary 9.39%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$964K 0.36%
2,708
+94
52
$958K 0.36%
2,669
-403
53
$951K 0.35%
+21,092
54
$943K 0.35%
26,215
+6,305
55
$937K 0.35%
15,432
+615
56
$909K 0.34%
7,700
+455
57
$907K 0.34%
15,920
+860
58
$906K 0.34%
3,265
+1,195
59
$898K 0.33%
3,252
+363
60
$893K 0.33%
4,213
+1,053
61
$843K 0.31%
2,256
-6
62
$827K 0.31%
6,950
+60
63
$790K 0.29%
1,885
+45
64
$769K 0.29%
5,783
+180
65
$757K 0.28%
7,844
-666
66
$737K 0.27%
2,170
+55
67
$698K 0.26%
13,057
68
$698K 0.26%
9,231
+1,369
69
$677K 0.25%
3,039
+159
70
$674K 0.25%
2,646
71
$674K 0.25%
4,792
+583
72
$666K 0.25%
5,315
+15
73
$662K 0.25%
11,230
-3,428
74
$654K 0.24%
2,966
+386
75
$626K 0.23%
4,425
+948
1 2
3
4 5