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
$291M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$790K
3
+$784K
4
AVGO icon
Broadcom
AVGO
+$302K
5
OGN icon
Organon & Co
OGN
+$281K

Top Sells

1
+$1.54M
2
+$906K
3
+$737K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$588K
5
AAPL icon
Apple
AAPL
+$398K

Sector Composition

1 Technology 27.07%
2 Healthcare 18.16%
3 Consumer Discretionary 12.32%
4 Financials 11.37%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$976K 0.33%
3,311
+59
52
$975K 0.33%
18,531
-1,364
53
$972K 0.33%
12,506
-800
54
$960K 0.33%
21,241
+149
55
$958K 0.33%
13,916
-1,405
56
$933K 0.32%
24,345
-1,870
57
$914K 0.31%
5,918
+135
58
$894K 0.31%
14,750
-1,170
59
$889K 0.31%
5,348
-292
60
$872K 0.3%
2,388
-320
61
$860K 0.3%
11,565
-1,755
62
$849K 0.29%
7,415
-285
63
$833K 0.29%
14,597
-835
64
$790K 0.27%
+37,365
65
$789K 0.27%
13,057
66
$784K 0.27%
+29,325
67
$751K 0.26%
7,611
-233
68
$730K 0.25%
5,000
69
$725K 0.25%
5,120
+328
70
$716K 0.25%
6,700
-250
71
$712K 0.24%
3,144
+105
72
$698K 0.24%
9,525
+294
73
$691K 0.24%
11,230
74
$676K 0.23%
3,073
+107
75
$655K 0.22%
2,800
+522
1 2
3
4 5