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
$275M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$745K
2
+$599K
3
+$309K
4
AXON icon
Axon Enterprise
AXON
+$249K
5
RNR icon
RenaissanceRe
RNR
+$225K

Top Sells

1
+$7.19M
2
+$3.46M
3
+$1.4M
4
T icon
AT&T
T
+$1.33M
5
INTC icon
Intel
INTC
+$1.3M

Sector Composition

1 Technology 26.92%
2 Healthcare 17.17%
3 Energy 12.65%
4 Financials 12.2%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$594K 0.22%
5,871
-2,848
77
$576K 0.21%
3,423
+45
78
$541K 0.2%
764
+11
79
$541K 0.2%
7,593
-2,072
80
$532K 0.19%
3,038
+44
81
$511K 0.19%
5,064
-55
82
$503K 0.18%
2,345
-41
83
$481K 0.18%
1,400
-16
84
$467K 0.17%
2,822
+35
85
$464K 0.17%
10,192
+145
86
$459K 0.17%
4,896
+76
87
$430K 0.16%
3,489
+30
88
$371K 0.14%
6,000
89
$360K 0.13%
8,425
-1,000
90
$342K 0.12%
9,786
+103
91
$335K 0.12%
1,611
-9
92
$330K 0.12%
1,900
93
$313K 0.11%
3,597
+67
94
$285K 0.1%
4,500
95
$283K 0.1%
1,221
-17
96
$282K 0.1%
4,440
-1,766
97
$258K 0.09%
1,743
-2
98
$249K 0.09%
+1,500
99
$225K 0.08%
+1,223
100
$220K 0.08%
+4,762
1 2 3
4
5