BWM
Buckley Wealth Management Portfolio holdings
AUM
$377M
1-Year Est. Return
23.33%
This Fund
S&P 500
1 Year Est. Return
+23.33%
AUM
$365M
AUM Growth
+$31.1M
(+9.3%)
Holding
109
Top Buys
| 1 | +$2.99M | |
| 2 | +$1.96M | |
| 3 | +$1.38M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.18M |
| 5 |
Black Hills Corp
BKH
|
+$989K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$902K | |
| 3 | +$791K | |
| 4 |
Microsoft
MSFT
|
+$557K |
| 5 |
Broadcom
AVGO
|
+$510K |
Sector Composition
| 1 | Technology | 27.19% |
| 2 | Financials | 15.63% |
| 3 | Healthcare | 10.67% |
| 4 | Energy | 10.34% |
| 5 | Consumer Discretionary | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Western Alliance Bancorporation
WAL
$7.45B
| $224K | 0.06% |
2,582
|
|
||
102
Wells Fargo
WFC
$237B
| $210K | 0.06% |
2,500
|
|
||
103
Accenture
ACN
$118B
| – | – |
-2,645
|
|
||
104
ASML
ASML
$502B
| – | – |
-299
|
|
||
105
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.33B
| – | – |
-10,000
|
|
||
106
Elevance Health
ELV
$63.2B
| – | – |
-2,318
|
|
||
107
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.7B
| – | – |
-2,610
|
|
||
108
Red Rock Resorts
RRR
$3.19B
| – | – |
-4,050
|
|
||
109
Stewart Information Services
STC
$1.8B
| – | – |
-3,500
|
|