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
$291M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$790K
3
+$784K
4
AVGO icon
Broadcom
AVGO
+$302K
5
OGN icon
Organon & Co
OGN
+$281K

Top Sells

1
+$1.54M
2
+$906K
3
+$737K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$588K
5
AAPL icon
Apple
AAPL
+$398K

Sector Composition

1 Technology 27.07%
2 Healthcare 18.16%
3 Consumer Discretionary 12.32%
4 Financials 11.37%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$652K 0.22%
5,333
+18
77
$649K 0.22%
4,377
-48
78
$648K 0.22%
4,000
79
$641K 0.22%
4,485
80
$634K 0.22%
2,646
81
$605K 0.21%
2,757
+71
82
$588K 0.2%
7,229
+166
83
$578K 0.2%
3,136
+130
84
$541K 0.19%
8,661
+178
85
$534K 0.18%
9,425
+1,000
86
$531K 0.18%
1,400
87
$528K 0.18%
3,535
-22
88
$517K 0.18%
9,557
-79
89
$514K 0.18%
5,606
+1,131
90
$506K 0.17%
6,952
-204
91
$499K 0.17%
3,544
+76
92
$498K 0.17%
2,298
-72
93
$460K 0.16%
2,891
+65
94
$430K 0.15%
6,500
95
$420K 0.14%
6,630
96
$419K 0.14%
3,373
+189
97
$403K 0.14%
4,535
+103
98
$400K 0.14%
1,879
+113
99
$383K 0.13%
2,177
+245
100
$383K 0.13%
4,463
-112
2 3
4
5 6