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
$270M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.64M
3
+$1.09M
4
COST icon
Costco
COST
+$1.01M
5
PARA
Paramount Global Class B
PARA
+$951K

Top Sells

1
+$1.64M
2
+$611K
3
+$443K
4
IAU icon
iShares Gold Trust
IAU
+$384K
5
GLD icon
SPDR Gold Trust
GLD
+$303K

Sector Composition

1 Technology 27.58%
2 Healthcare 18.89%
3 Financials 11.32%
4 Consumer Discretionary 9.39%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$343K 0.13%
4,708
102
$327K 0.12%
1,170
-367
103
$321K 0.12%
4,000
104
$301K 0.11%
+4,443
105
$297K 0.11%
11,750
106
$297K 0.11%
3,142
-500
107
$290K 0.11%
850
+150
108
$285K 0.11%
2,000
109
$279K 0.1%
6,838
+59
110
$271K 0.1%
4,465
111
$260K 0.1%
1,120
-100
112
$259K 0.1%
+5,718
113
$252K 0.09%
2,100
114
$238K 0.09%
1,769
+27
115
$229K 0.08%
779
+14
116
$228K 0.08%
+1,050
117
$228K 0.08%
1,000
118
$219K 0.08%
+1,200
119
$217K 0.08%
+2,282
120
$217K 0.08%
+1,070
121
$208K 0.08%
4,500
-2,000
122
$205K 0.08%
1,166
-176
123
$202K 0.07%
+4,825
124
$191K 0.07%
10,000
125
$168K 0.06%
2,568
+5
2 3 4
5
6