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
$267M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$852K
3
+$634K
4
XOM icon
Exxon Mobil
XOM
+$227K
5
WBA
Walgreens Boots Alliance
WBA
+$165K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$1M
5
AMT icon
American Tower
AMT
+$675K

Sector Composition

1 Technology 27.73%
2 Healthcare 14.63%
3 Financials 12.74%
4 Energy 12.71%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$949K 0.36%
1,850
+45
52
$941K 0.35%
2,162
-626
53
$934K 0.35%
3,545
+25
54
$928K 0.35%
14,052
-613
55
$923K 0.35%
5,805
-6,719
56
$894K 0.33%
14,095
+220
57
$875K 0.33%
7,875
+185
58
$866K 0.32%
3,459
59
$819K 0.31%
9,455
+85
60
$813K 0.3%
4,942
-1,421
61
$800K 0.3%
3,943
-1,177
62
$795K 0.3%
9,737
-2,208
63
$787K 0.29%
7,120
+1,240
64
$776K 0.29%
9,902
-2,213
65
$775K 0.29%
27,870
+465
66
$741K 0.28%
33,330
+7,400
67
$738K 0.28%
10,633
-3,005
68
$709K 0.27%
3,481
-907
69
$691K 0.26%
11,030
-2,950
70
$653K 0.24%
3,262
-981
71
$646K 0.24%
3,396
-952
72
$634K 0.24%
+3,170
73
$609K 0.23%
3,016
-833
74
$581K 0.22%
4,055
+391
75
$560K 0.21%
43,425
+310
1 2
3
4 5