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
$184M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$839K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
ABBV icon
AbbVie
ABBV
+$390K

Top Sells

1
+$543K
2
+$511K
3
+$455K
4
IDA icon
Idacorp
IDA
+$374K
5
DE icon
Deere & Co
DE
+$371K

Sector Composition

1 Technology 27.81%
2 Healthcare 20.28%
3 Financials 12.27%
4 Communication Services 9.31%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$248K 0.13%
2,429
+710
102
$242K 0.13%
7,907
+972
103
$237K 0.13%
1,423
+293
104
$235K 0.13%
2,618
105
$235K 0.13%
1,792
-389
106
$220K 0.12%
+5,409
107
$216K 0.12%
1,400
108
$215K 0.12%
2,029
109
$212K 0.12%
+6,072
110
$212K 0.12%
5,000
111
$211K 0.11%
14,658
112
$210K 0.11%
7,306
+174
113
$208K 0.11%
+5,000
114
$206K 0.11%
+1,524
115
$204K 0.11%
+9,515
116
$201K 0.11%
9,210
-135
117
$151K 0.08%
31,360
-3,790
118
$102K 0.06%
5,920
119
$99K 0.05%
25,000
120
$92K 0.05%
2,325
-34
121
$77K 0.04%
+11,675
122
$64K 0.03%
15,000
+5,000
123
– –
-2,400
124
– –
-3,268
125
– –
-11,676
2 3 4
5
6