BWM
Buckley Wealth Management Portfolio holdings
AUM
$334M
1-Year Est. Return
13.99%
1 Year Est. Return
+13.99%
AUM
$321M
AUM Growth
-$5.18M
(-1.6%)
Holding
105
Top Buys
| 1 | +$1.13M | |
| 2 | +$1.09M | |
| 3 | +$1.02M | |
| 4 |
PayPal
PYPL
|
+$968K |
| 5 |
Arista Networks
ANET
|
+$861K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1.21M | |
| 3 | +$1.12M | |
| 4 |
Marathon Petroleum
MPC
|
+$1.02M |
| 5 |
Cisco
CSCO
|
+$840K |
Sector Composition
| 1 | Technology | 25.12% |
| 2 | Financials | 16.14% |
| 3 | Healthcare | 12.64% |
| 4 | Energy | 12.23% |
| 5 | Consumer Discretionary | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.5B
| – | – |
-2,610
|
|
||
102
Mondelez International
MDLZ
$74.1B
| – | – |
-10,512
|
|
||
103
Qualcomm
QCOM
$195B
| – | – |
-7,290
|
|
||
104
Constellation Brands
STZ
$23B
| – | – |
-1,000
|
|
||
105
Western Alliance Bancorporation
WAL
$8.52B
| – | – |
-2,582
|
|