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
$291M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$790K
3
+$784K
4
AVGO icon
Broadcom
AVGO
+$302K
5
OGN icon
Organon & Co
OGN
+$281K

Top Sells

1
+$1.54M
2
+$906K
3
+$737K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$588K
5
AAPL icon
Apple
AAPL
+$398K

Sector Composition

1 Technology 27.07%
2 Healthcare 18.16%
3 Consumer Discretionary 12.32%
4 Financials 11.37%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.12%
2,000
102
$335K 0.11%
850
103
$334K 0.11%
4,145
-121
104
$308K 0.11%
4,300
-143
105
$302K 0.1%
1,200
106
$299K 0.1%
1,070
107
$292K 0.1%
3,142
108
$285K 0.1%
6,668
-170
109
$281K 0.1%
+9,298
110
$270K 0.09%
5,745
+27
111
$255K 0.09%
1,050
112
$246K 0.08%
4,665
+200
113
$244K 0.08%
1,120
114
$244K 0.08%
1,277
+111
115
$237K 0.08%
2,001
-281
116
$234K 0.08%
1,000
117
$232K 0.08%
2,000
-100
118
$232K 0.08%
1,713
-56
119
$229K 0.08%
+1,100
120
$221K 0.08%
4,664
-161
121
$216K 0.07%
+2,300
122
$214K 0.07%
4,500
123
$211K 0.07%
606
-173
124
$207K 0.07%
+1,187
125
$206K 0.07%
+2,645
2 3 4
5
6