BWM

Buckley Wealth Management Portfolio holdings

AUM $377M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$578K
3
+$544K
4
PG icon
Procter & Gamble
PG
+$539K
5
CVX icon
Chevron
CVX
+$536K

Top Sells

1
+$995K
2
+$819K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$528K
5
INTC icon
Intel
INTC
+$370K

Sector Composition

1 Technology 27.15%
2 Financials 16.06%
3 Healthcare 11.31%
4 Energy 10.58%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.38%
8,938
-1,047
52
$1.23M 0.37%
2,621
-20
53
$1.14M 0.34%
14,020
54
$1.14M 0.34%
11,110
55
$1.13M 0.34%
6,800
-500
56
$1.1M 0.33%
14,840
57
$1.09M 0.33%
4,574
+73
58
$1.07M 0.32%
14,142
+8,168
59
$1.07M 0.32%
10,948
+135
60
$1.06M 0.32%
3,329
61
$1.04M 0.31%
3,348
-31
62
$1.03M 0.31%
4,550
63
$991K 0.3%
5,443
-73
64
$979K 0.29%
3,033
-9
65
$957K 0.29%
4,184
+1,087
66
$952K 0.28%
14,180
67
$902K 0.27%
3,274
-62
68
$902K 0.27%
2,318
69
$894K 0.27%
1,220
-12
70
$868K 0.26%
9,954
-213
71
$865K 0.26%
8,770
72
$817K 0.24%
8,904
-262
73
$791K 0.24%
2,645
+261
74
$784K 0.23%
22,076
+262
75
$781K 0.23%
1,103
-97
1 2
3
4 5