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
$267M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$852K
3
+$634K
4
XOM icon
Exxon Mobil
XOM
+$227K
5
WBA
Walgreens Boots Alliance
WBA
+$165K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$1M
5
AMT icon
American Tower
AMT
+$675K

Sector Composition

1 Technology 27.73%
2 Healthcare 14.63%
3 Financials 12.74%
4 Energy 12.71%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.2%
6,638
-1,915
77
$522K 0.2%
7,470
-3,827
78
$493K 0.18%
11,933
-3,415
79
$485K 0.18%
9,719
-2,750
80
$473K 0.18%
732
-209
81
$473K 0.18%
3,888
+487
82
$458K 0.17%
4,324
+2
83
$453K 0.17%
1,400
84
$451K 0.17%
4,868
+2
85
$415K 0.16%
2,249
-14
86
$393K 0.15%
6,500
87
$377K 0.14%
6,190
88
$363K 0.14%
8,193
-8,361
89
$330K 0.12%
5,650
-85
90
$323K 0.12%
6,109
-6,679
91
$283K 0.11%
6,463
92
$273K 0.1%
4,500
93
$251K 0.09%
1,000
94
$249K 0.09%
4,440
95
$223K 0.08%
5,533
-7,865
96
$210K 0.08%
2,178
-2,360
97
– –
-1,245
98
– –
-5,514
99
– –
-3,483
100
– –
-2,685
2 3
4
5 6