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
$309M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.48M
3
+$1.92M
4
DOW icon
Dow Inc
DOW
+$1.61M
5
DD icon
DuPont de Nemours
DD
+$1.55M

Top Sells

1
+$716K
2
+$327K
3
+$285K
4
LMT icon
Lockheed Martin
LMT
+$275K
5
FVRR icon
Fiverr
FVRR
+$255K

Sector Composition

1 Technology 26.27%
2 Healthcare 17.86%
3 Consumer Discretionary 11.86%
4 Financials 11.16%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.33%
8,256
+6,255
52
$1.01M 0.33%
12,891
+385
53
$1M 0.32%
24,740
+395
54
$994K 0.32%
17,145
-880
55
$988K 0.32%
11,940
+375
56
$979K 0.32%
2,627
-20
57
$914K 0.3%
7,655
+240
58
$889K 0.29%
18,901
+370
59
$885K 0.29%
22,404
+1,163
60
$862K 0.28%
2,479
+91
61
$854K 0.28%
14,136
+220
62
$849K 0.27%
5,843
-75
63
$838K 0.27%
2,123
-20
64
$822K 0.27%
10,473
+948
65
$813K 0.26%
3,144
66
$807K 0.26%
13,057
67
$779K 0.25%
5,181
+804
68
$767K 0.25%
37,985
+620
69
$743K 0.24%
7,611
70
$741K 0.24%
14,982
+385
71
$731K 0.24%
30,340
+1,015
72
$710K 0.23%
11,230
73
$700K 0.23%
3,296
+539
74
$694K 0.22%
5,702
+582
75
$682K 0.22%
3,063
+263
1 2
3
4 5