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
$369M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.72M
3
+$1.45M
4
VLO icon
Valero Energy
VLO
+$1.26M
5
AMD icon
Advanced Micro Devices
AMD
+$1.03M

Top Sells

1
+$1.73M
2
+$1.31M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.18M
5
PFE icon
Pfizer
PFE
+$1.04M

Sector Composition

1 Technology 27.62%
2 Healthcare 15.6%
3 Consumer Discretionary 11.75%
4 Financials 11.11%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.34%
11,515
+9,455
52
$1.26M 0.34%
+12,390
53
$1.25M 0.34%
17,675
+115
54
$1.25M 0.34%
10,800
55
$1.24M 0.33%
3,441
+144
56
$1.23M 0.33%
5,770
+579
57
$1.21M 0.33%
7,915
+3,745
58
$1.14M 0.31%
30,067
+7,962
59
$1.1M 0.3%
9,893
+2,403
60
$1.07M 0.29%
13,086
-270
61
$1.04M 0.28%
5,651
+1,809
62
$1.03M 0.28%
4,322
+1,053
63
$1.02M 0.28%
2,074
+274
64
$1.02M 0.28%
16,150
-5,050
65
$1M 0.27%
12,650
66
$1M 0.27%
13,192
+4,891
67
$999K 0.27%
8,640
+176
68
$990K 0.27%
2,769
+50
69
$982K 0.27%
3,909
+1,184
70
$975K 0.26%
17,192
-260
71
$958K 0.26%
15,257
+4,808
72
$951K 0.26%
4,477
+278
73
$945K 0.26%
11,057
-2,000
74
$944K 0.26%
5,278
+1,620
75
$927K 0.25%
+20,090
1 2
3
4 5