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
$244M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$677K
3
+$636K
4
RTX icon
RTX Corp
RTX
+$536K
5
CVS icon
CVS Health
CVS
+$474K

Top Sells

1
+$2.04M
2
+$1.9M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
COP icon
ConocoPhillips
COP
+$800K

Sector Composition

1 Technology 29.79%
2 Healthcare 19.79%
3 Financials 11.27%
4 Consumer Discretionary 9.25%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$536K 0.22%
2,522
+47
77
$526K 0.22%
7,524
-1,134
78
$516K 0.21%
3,477
+61
79
$474K 0.19%
2,656
80
$451K 0.18%
6,580
-2,840
81
$449K 0.18%
3,090
+81
82
$447K 0.18%
3,813
-1,245
83
$443K 0.18%
2,624
+5
84
$440K 0.18%
2,012
+245
85
$439K 0.18%
7,508
+120
86
$436K 0.18%
2,833
-25
87
$407K 0.17%
8,425
88
$405K 0.17%
7,645
+500
89
$399K 0.16%
2,348
+629
90
$384K 0.16%
+10,600
91
$379K 0.16%
2,485
-12,435
92
$376K 0.15%
1,537
-101
93
$376K 0.15%
2,078
-2,550
94
$369K 0.15%
1,400
95
$365K 0.15%
6,000
-846
96
$356K 0.15%
3,870
+81
97
$353K 0.14%
3,016
+76
98
$334K 0.14%
6,088
-1,500
99
$333K 0.14%
3,055
-9
100
$303K 0.12%
+1,700
1 2 3
4
5