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
$369M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.72M
3
+$1.45M
4
VLO icon
Valero Energy
VLO
+$1.26M
5
AMD icon
Advanced Micro Devices
AMD
+$1.03M

Top Sells

1
+$1.73M
2
+$1.31M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.18M
5
PFE icon
Pfizer
PFE
+$1.04M

Sector Composition

1 Technology 27.62%
2 Healthcare 15.6%
3 Consumer Discretionary 11.75%
4 Financials 11.11%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$925K 0.25%
6,060
+1,473
77
$918K 0.25%
17,070
+5,180
78
$916K 0.25%
20,466
-205
79
$903K 0.24%
8,195
-607
80
$902K 0.24%
39,135
+5,545
81
$900K 0.24%
1,790
+30
82
$854K 0.23%
6,348
+115
83
$766K 0.21%
16,303
+7,579
84
$742K 0.2%
10,708
+2,581
85
$739K 0.2%
11,240
86
$737K 0.2%
965
+110
87
$719K 0.19%
42,230
+1,445
88
$664K 0.18%
12,888
+3,130
89
$654K 0.18%
4,770
+1,480
90
$616K 0.17%
6,175
+1,499
91
$606K 0.16%
3,555
+1,047
92
$587K 0.16%
3,139
-1,209
93
$571K 0.15%
9,425
94
$561K 0.15%
2,928
+147
95
$515K 0.14%
5,203
-17,459
96
$509K 0.14%
6,500
97
$507K 0.14%
2,040
+193
98
$476K 0.13%
6,794
+3,391
99
$472K 0.13%
2,426
+173
100
$469K 0.13%
12,060
-100
2 3
4
5 6