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
$316M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.15M
3
+$610K
4
SOLV icon
Solventum
SOLV
+$437K
5
WBA
Walgreens Boots Alliance
WBA
+$435K

Top Sells

1
+$2.28M
2
+$1.14M
3
+$853K
4
GE icon
GE Aerospace
GE
+$771K
5
HUM icon
Humana
HUM
+$711K

Sector Composition

1 Technology 28.95%
2 Healthcare 12.92%
3 Financials 12.9%
4 Energy 11.63%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.07%
924
102
– –
-7,724
103
– –
-1,790
104
– –
-2,084
105
– –
-2,050
106
– –
-30,640
107
– –
-63,715
108
– –
-3,160
109
– –
-3,142
1 2 3 4
5