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
$214M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$684K
3
+$627K
4
VUG icon
Vanguard Growth ETF
VUG
+$471K
5
VTV icon
Vanguard Value ETF
VTV
+$424K

Top Sells

1
+$1.85M
2
+$860K
3
+$613K
4
DD icon
DuPont de Nemours
DD
+$529K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$505K

Sector Composition

1 Technology 23.94%
2 Healthcare 18.65%
3 Financials 14.26%
4 Energy 10.12%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$588K 0.28%
27,065
+4,140
77
$580K 0.27%
6,880
+310
78
$558K 0.26%
10,205
+920
79
$549K 0.26%
10,788
80
$548K 0.26%
20,358
+20
81
$522K 0.24%
3,805
+109
82
$521K 0.24%
3,596
-168
83
$513K 0.24%
7,155
-130
84
$494K 0.23%
4,026
+94
85
$485K 0.23%
2,797
-36
86
$471K 0.22%
+2,884
87
$469K 0.22%
14,720
+1,355
88
$466K 0.22%
8,650
-610
89
$465K 0.22%
2,675
-109
90
$463K 0.22%
9,785
-70
91
$453K 0.21%
6,234
+420
92
$449K 0.21%
4,715
-232
93
$440K 0.21%
2,518
+127
94
$440K 0.21%
3,337
-363
95
$425K 0.2%
2,515
-5,087
96
$424K 0.2%
+3,826
97
$423K 0.2%
+1,500
98
$421K 0.2%
6,345
99
$414K 0.19%
2,772
-220
100
$408K 0.19%
2,994
+72
2 3
4
5 6