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
$325M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.15M
3
+$511K
4
CVX icon
Chevron
CVX
+$448K
5
V icon
Visa
V
+$431K

Top Sells

1
+$1.13M
2
+$915K
3
+$884K
4
LRCX icon
Lam Research
LRCX
+$810K
5
WBA
Walgreens Boots Alliance
WBA
+$762K

Sector Composition

1 Technology 27.62%
2 Financials 13.53%
3 Healthcare 12.38%
4 Energy 11.38%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,900
102
– –
-3,287
103
– –
-2,800
104
– –
-62,985
1 2 3 4
5