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
$309M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.48M
3
+$1.92M
4
DOW icon
Dow Inc
DOW
+$1.61M
5
DD icon
DuPont de Nemours
DD
+$1.55M

Top Sells

1
+$716K
2
+$327K
3
+$285K
4
LMT icon
Lockheed Martin
LMT
+$275K
5
FVRR icon
Fiverr
FVRR
+$255K

Sector Composition

1 Technology 26.27%
2 Healthcare 17.86%
3 Consumer Discretionary 11.86%
4 Financials 11.16%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$415K 0.13%
+2,000
102
$407K 0.13%
4,800
-533
103
$350K 0.11%
2,000
104
$342K 0.11%
3,142
105
$311K 0.1%
10,000
106
$311K 0.1%
1,592
+315
107
$308K 0.1%
4,402
-61
108
$297K 0.1%
6,204
+1,540
109
$296K 0.1%
1,204
+4
110
$295K 0.1%
3,907
-3,322
111
$285K 0.09%
8,682
-616
112
$275K 0.09%
1,070
113
$274K 0.09%
+700
114
$271K 0.09%
850
115
$270K 0.09%
5,805
+60
116
$266K 0.09%
1,464
+277
117
$266K 0.09%
+4,680
118
$265K 0.09%
+999
119
$247K 0.08%
4,500
120
$243K 0.08%
2,360
+60
121
$230K 0.07%
1,672
-41
122
$230K 0.07%
2,972
-1,328
123
$212K 0.07%
1,105
-15
124
$211K 0.07%
1,059
125
$211K 0.07%
1,000
2 3 4
5
6