BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.96M
3
+$1.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
BKH icon
Black Hills Corp
BKH
+$989K

Top Sells

1
+$1.3M
2
+$902K
3
+$791K
4
MSFT icon
Microsoft
MSFT
+$557K
5
AVGO icon
Broadcom
AVGO
+$510K

Sector Composition

1 Technology 27.19%
2 Financials 15.63%
3 Healthcare 10.67%
4 Energy 10.34%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$849K 0.23%
1,120
+26
77
$831K 0.23%
713
-20
78
$767K 0.21%
3,246
-142
79
$758K 0.21%
6,614
-209
80
$742K 0.2%
7,340
+130
81
$690K 0.19%
21,522
-554
82
$680K 0.19%
3,375
-104
83
$678K 0.19%
4,826
-248
84
$581K 0.16%
761
-51
85
$570K 0.16%
9,384
-302
86
$533K 0.15%
3,783
-125
87
$519K 0.14%
6,000
88
$415K 0.11%
5,300
-400
89
$402K 0.11%
2,027
90
$359K 0.1%
3,408
91
$341K 0.09%
1,000
92
$338K 0.09%
1,017
+4
93
$307K 0.08%
418
94
$291K 0.08%
1,800
-150
95
$277K 0.08%
451
-166
96
$267K 0.07%
2,737
-1,110
97
$238K 0.07%
7,100
-10,900
98
$236K 0.06%
1,796
+39
99
$235K 0.06%
926
+28
100
$235K 0.06%
3,540
1 2 3
4
5