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
$244M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$677K
3
+$636K
4
RTX icon
RTX Corp
RTX
+$536K
5
CVS icon
CVS Health
CVS
+$474K

Top Sells

1
+$2.04M
2
+$1.9M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
COP icon
ConocoPhillips
COP
+$800K

Sector Composition

1 Technology 29.79%
2 Healthcare 19.79%
3 Financials 11.27%
4 Consumer Discretionary 9.25%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.12%
4,708
102
$266K 0.11%
4,465
-3,000
103
$254K 0.1%
1,396
+63
104
$246K 0.1%
+6,500
105
$245K 0.1%
+2,000
106
$245K 0.1%
+3,500
107
$240K 0.1%
+1,742
108
$237K 0.1%
+700
109
$234K 0.1%
11,750
110
$231K 0.09%
6,779
-537
111
$230K 0.09%
2,100
112
$222K 0.09%
1,220
-250
113
$219K 0.09%
+1,000
114
$218K 0.09%
+4,000
115
$218K 0.09%
+3,642
116
$209K 0.09%
+765
117
$205K 0.08%
+3,173
118
$200K 0.08%
+1,342
119
$176K 0.07%
+10,000
120
$138K 0.06%
2,563
121
– –
-13,092
122
– –
-7,931
123
– –
-2,618
124
– –
-23,084
125
– –
-13,977
1 2 3 4
5