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
$334M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$578K
3
+$544K
4
PG icon
Procter & Gamble
PG
+$539K
5
CVX icon
Chevron
CVX
+$536K

Top Sells

1
+$995K
2
+$819K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$528K
5
INTC icon
Intel
INTC
+$370K

Sector Composition

1 Technology 27.15%
2 Financials 16.06%
3 Healthcare 11.31%
4 Energy 10.58%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.07%
+1,757
102
$228K 0.07%
3,500
103
$226K 0.07%
+1,080
104
$218K 0.07%
898
105
$211K 0.06%
+4,050
106
$201K 0.06%
+2,582
107
$200K 0.06%
2,500
-500
108
$161K 0.05%
+10,000
109
– –
-5,112
1 2 3 4
5