BWM

Buckley Wealth Management Portfolio holdings

AUM $377M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$578K
3
+$544K
4
PG icon
Procter & Gamble
PG
+$539K
5
CVX icon
Chevron
CVX
+$536K

Top Sells

1
+$995K
2
+$819K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$528K
5
INTC icon
Intel
INTC
+$370K

Sector Composition

1 Technology 27.15%
2 Financials 16.06%
3 Healthcare 11.31%
4 Energy 10.58%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$780K 0.23%
3,388
-17
77
$769K 0.23%
733
-26
78
$764K 0.23%
1,094
+140
79
$761K 0.23%
3,479
-22
80
$711K 0.21%
6,823
-50
81
$670K 0.2%
5,074
-121
82
$633K 0.19%
812
+209
83
$576K 0.17%
3,908
-124
84
$573K 0.17%
+7,210
85
$558K 0.17%
9,686
-306
86
$495K 0.15%
+8,821
87
$469K 0.14%
6,000
88
$445K 0.13%
+1,910
89
$424K 0.13%
5,700
90
$413K 0.12%
3,847
-82
91
$403K 0.12%
18,000
-17,850
92
$391K 0.12%
+3,408
93
$326K 0.1%
+617
94
$323K 0.1%
1,013
95
$309K 0.09%
418
+4
96
$292K 0.09%
1,000
97
$277K 0.08%
+1,950
98
$250K 0.08%
3,540
99
$245K 0.07%
+2,610
100
$240K 0.07%
+299
1 2 3
4
5