BWM
Buckley Wealth Management Portfolio holdings
AUM
$365M
1-Year Est. Return
18.98%
1 Year Est. Return
+18.98%
AUM
$365M
AUM Growth
+$31.1M
(+9.3%)
Holding
109
Top Buys
| 1 | +$2.88M | |
| 2 | +$1.56M | |
| 3 | +$1.32M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.23M |
| 5 |
Black Hills Corp
BKH
|
+$1.04M |
Top Sells
| 1 | +$1.33M | |
| 2 | +$902K | |
| 3 | +$791K | |
| 4 |
Microsoft
MSFT
|
+$566K |
| 5 |
Broadcom
AVGO
|
+$549K |
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 | |
|---|---|---|---|---|---|---|
101
Western Alliance Bancorporation
WAL
$9.49B
| $224K | 0.06% |
2,582
|
|
||
102
Wells Fargo
WFC
$291B
| $210K | 0.06% |
2,500
|
|
||
103
Stewart Information Services
STC
$2.16B
| – | – |
-3,500
|
|
||
104
Accenture
ACN
$181B
| – | – |
-2,645
|
|
||
105
ASML
ASML
$394B
| – | – |
-299
|
|
||
106
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.55B
| – | – |
-10,000
|
|
||
107
Elevance Health
ELV
$76.9B
| – | – |
-2,318
|
|
||
108
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.3B
| – | – |
-2,610
|
|
||
109
Red Rock Resorts
RRR
$3.78B
| – | – |
-4,050
|
|