BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.96M
3
+$1.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
BKH icon
Black Hills Corp
BKH
+$989K

Top Sells

1
+$1.3M
2
+$902K
3
+$791K
4
MSFT icon
Microsoft
MSFT
+$557K
5
AVGO icon
Broadcom
AVGO
+$510K

Sector Composition

1 Technology 27.19%
2 Financials 15.63%
3 Healthcare 10.67%
4 Energy 10.34%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.37%
5,495
-10
52
$1.33M 0.36%
4,370
+29
53
$1.32M 0.36%
4,402
-1,563
54
$1.31M 0.36%
6,800
55
$1.31M 0.36%
7,103
-16
56
$1.3M 0.36%
8,282
-2,794
57
$1.29M 0.35%
7,680
+40
58
$1.27M 0.35%
5,400
+850
59
$1.21M 0.33%
4,802
-5,281
60
$1.2M 0.33%
8,974
-1,974
61
$1.18M 0.32%
9,866
+962
62
$1.18M 0.32%
13,159
+4,389
63
$1.14M 0.31%
2,402
-219
64
$1.11M 0.3%
15,234
+1,214
65
$1.07M 0.29%
15,925
+1,085
66
$1.06M 0.29%
3,081
-267
67
$978K 0.27%
4,087
-487
68
$966K 0.26%
2,936
-97
69
$955K 0.26%
13,080
-1,062
70
$939K 0.26%
4,251
+67
71
$924K 0.25%
9,697
-257
72
$921K 0.25%
1,192
-28
73
$878K 0.24%
5,416
-27
74
$878K 0.24%
1,103
75
$857K 0.23%
3,173
-101
1 2
3
4 5