BWM
Buckley Wealth Management Portfolio holdings
AUM
$392M
1-Year Est. Return
28.21%
This Fund
S&P 500
1 Year Est. Return
+28.21%
AUM
$392M
AUM Growth
+$14.7M
(+3.9%)
Holding
109
Top Buys
| 1 | +$2.2M | |
| 2 | +$1.48M | |
| 3 | +$965K | |
| 4 |
Amazon
AMZN
|
+$930K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$866K |
Top Sells
| 1 | +$1.13M | |
| 2 | +$975K | |
| 3 | +$446K | |
| 4 |
Chevron
CVX
|
+$382K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$355K |
Sector Composition
| 1 | Technology | 23.23% |
| 2 | Financials | 13.84% |
| 3 | Energy | 13.46% |
| 4 | Healthcare | 12.32% |
| 5 | Consumer Staples | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Newmont
NEM
$124B
| $217K | 0.06% |
+2,000
|
|
||
102
Public Service Enterprise Group
PEG
$38.7B
| $215K | 0.06% |
+2,661
|
|
||
|
B
103
Barrick Mining
B
$72.3B
| $204K | 0.05% |
5,000
|
|
||
104
Wells Fargo
WFC
$226B
| – | – |
-2,500
|
|
||
105
Western Alliance Bancorporation
WAL
$8.29B
| – | – |
-2,466
|
|
||
106
UnitedHealth
UNH
$362B
| – | – |
-2,953
|
|
||
107
SLB Ltd
SLB
$83.3B
| – | – |
-5,648
|
|
||
108
Boston Scientific
BSX
$79.6B
| – | – |
-2,737
|
|
||
109
ASML
ASML
$611B
| – | – |
-199
|
|