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
$369M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.72M
3
+$1.45M
4
VLO icon
Valero Energy
VLO
+$1.26M
5
AMD icon
Advanced Micro Devices
AMD
+$1.03M

Top Sells

1
+$1.73M
2
+$1.31M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.18M
5
PFE icon
Pfizer
PFE
+$1.04M

Sector Composition

1 Technology 27.62%
2 Healthcare 15.6%
3 Consumer Discretionary 11.75%
4 Financials 11.11%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$467K 0.13%
1,527
+468
102
$462K 0.13%
1,400
103
$452K 0.12%
2,851
+1,514
104
$407K 0.11%
+2,339
105
$387K 0.1%
6,243
-2,940
106
$361K 0.1%
2,196
+895
107
$360K 0.1%
+6,547
108
$355K 0.1%
+1,418
109
$351K 0.1%
+2,616
110
$345K 0.09%
10,063
+4,481
111
$344K 0.09%
+1,610
112
$341K 0.09%
+1,664
113
$338K 0.09%
5,000
114
$334K 0.09%
+4,457
115
$332K 0.09%
+9,356
116
$325K 0.09%
3,580
+1,478
117
$324K 0.09%
+6,651
118
$321K 0.09%
+3,048
119
$319K 0.09%
+2,300
120
$317K 0.09%
+5,929
121
$312K 0.08%
+1,093
122
$295K 0.08%
4,000
123
$291K 0.08%
4,000
124
$290K 0.08%
+5,123
125
$285K 0.08%
1,238
+100
3 4
5
6 7