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
$270M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.64M
3
+$1.09M
4
COST icon
Costco
COST
+$1.01M
5
PARA
Paramount Global Class B
PARA
+$951K

Top Sells

1
+$1.64M
2
+$611K
3
+$443K
4
IAU icon
iShares Gold Trust
IAU
+$384K
5
GLD icon
SPDR Gold Trust
GLD
+$303K

Sector Composition

1 Technology 27.58%
2 Healthcare 18.89%
3 Financials 11.32%
4 Consumer Discretionary 9.39%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$595K 0.22%
4,485
+2,000
77
$583K 0.22%
2,686
+164
78
$557K 0.21%
7,063
+386
79
$553K 0.21%
5,000
80
$508K 0.19%
9,636
+3,548
81
$498K 0.18%
3,006
-84
82
$497K 0.18%
3,557
+502
83
$496K 0.18%
8,483
+975
84
$482K 0.18%
2,278
+266
85
$466K 0.17%
7,156
-489
86
$458K 0.17%
1,400
87
$447K 0.17%
6,500
+500
88
$446K 0.17%
2,826
-7
89
$446K 0.17%
2,370
+22
90
$438K 0.16%
8,425
91
$422K 0.16%
3,468
+452
92
$415K 0.15%
4,432
+562
93
$400K 0.15%
+6,630
94
$399K 0.15%
2,000
-656
95
$376K 0.14%
3,184
-629
96
$373K 0.14%
4,575
-2,949
97
$361K 0.13%
1,766
+370
98
$360K 0.13%
+4,266
99
$356K 0.13%
1,932
-146
100
$348K 0.13%
4,475
-2,105
2 3
4
5 6