BWM
Buckley Wealth Management Portfolio holdings
AUM $321M
AUM
$321M
AUM Growth
-$5.18M (-2%)
Cap. Flow
+$234K
Cap. Flow % of AUM
0.07%
Top 10 Holdings %Top 10 Hldgs %
55.63%
Holding
105
New
4
Increased
48
Reduced
36
Closed
9
Top Buys
| 1 | $1.13M | |
| 2 | $1.09M | |
| 3 | $1.02M | |
| 4 | $968K | |
| 5 | $861K |
Top Sells
| 1 | $1.24M | |
| 2 | $1.21M | |
| 3 | $1.02M | |
| 4 | $840K | |
| 5 | $531K |
Sector Composition
| 1 | Technology | 25.12% |
| 2 | Financials | 16.14% |
| 3 | Healthcare | 12.64% |
| 4 | Energy | 12.23% |
| 5 | Consumer Discretionary | 8.4% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -10,512 | Closed | – | |||
| $0 | 0% | 0 -7,290 | Closed | – | |||
| $0 | 0% | 0 -1,000 | Closed | – | |||
| $0 | 0% | 0 -2,582 | Closed | – | |||
| $0 | 0% | 0 -867 | Closed | – |
