BWM

Buckley Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$684K
3
+$627K
4
VUG icon
Vanguard Growth ETF
VUG
+$471K
5
VTV icon
Vanguard Value ETF
VTV
+$424K

Top Sells

1
+$1.85M
2
+$860K
3
+$613K
4
DD icon
DuPont de Nemours
DD
+$529K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$505K

Sector Composition

1 Technology 23.94%
2 Healthcare 18.65%
3 Financials 14.26%
4 Energy 10.12%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.19%
3,662
102
$395K 0.18%
2,037
+101
103
$390K 0.18%
8,610
+1,692
104
$384K 0.18%
2,656
105
$383K 0.18%
1,559
+357
106
$379K 0.18%
4,885
-93
107
$372K 0.17%
3,729
+116
108
$366K 0.17%
2,210
109
$366K 0.17%
2,891
+46
110
$359K 0.17%
2,943
-49
111
$354K 0.17%
2,618
112
$354K 0.17%
4,246
+195
113
$353K 0.17%
1,509
+543
114
$352K 0.16%
3,502
-100
115
$352K 0.16%
+8,451
116
$345K 0.16%
14,400
117
$341K 0.16%
2,035
-127
118
$340K 0.16%
1,691
+35
119
$339K 0.16%
1,050
-7
120
$337K 0.16%
6,786
-279
121
$323K 0.15%
7,212
122
$316K 0.15%
8,136
123
$314K 0.15%
3,500
124
$300K 0.14%
10,500
125
$295K 0.14%
2,221
+24
3 4
5
6 7