BWM

Buckley Wealth Management Portfolio holdings

AUM $377M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$550K
3
+$324K
4
AXON icon
Axon Enterprise
AXON
+$237K
5
BSX icon
Boston Scientific
BSX
+$206K

Top Sells

1
+$7.19M
2
+$3.46M
3
+$1.36M
4
NEM icon
Newmont
NEM
+$1.32M
5
T icon
AT&T
T
+$1.29M

Sector Composition

1 Technology 26.92%
2 Healthcare 17.17%
3 Energy 12.65%
4 Financials 12.2%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$217K 0.08%
4,599
-600
102
$217K 0.08%
1,200
-55
103
$213K 0.08%
5,169
-79
104
$213K 0.08%
2,708
-6,415
105
$209K 0.08%
1,298
-33
106
– –
-5,044
107
– –
-12,739
108
– –
-206,100
109
– –
-56,067
110
– –
-11,950
111
– –
-683
112
– –
-8,161
113
– –
-4,000
114
– –
-3,142
115
– –
-40,811
116
– –
-3,200
1 2 3 4
5