BWM

Buckley Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$684K
3
+$627K
4
VUG icon
Vanguard Growth ETF
VUG
+$471K
5
VTV icon
Vanguard Value ETF
VTV
+$424K

Top Sells

1
+$1.85M
2
+$860K
3
+$613K
4
DD icon
DuPont de Nemours
DD
+$529K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$505K

Sector Composition

1 Technology 23.94%
2 Healthcare 18.65%
3 Financials 14.26%
4 Energy 10.12%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$295K 0.14%
2,700
127
$294K 0.14%
3,500
128
$292K 0.14%
5,920
129
$291K 0.14%
8,500
-149
130
$286K 0.13%
6,145
+275
131
$278K 0.13%
1,439
-896
132
$276K 0.13%
3,943
-25
133
$265K 0.12%
565
-34
134
$255K 0.12%
+1,705
135
$236K 0.11%
+5,000
136
$231K 0.11%
3,316
-74
137
$231K 0.11%
+2,071
138
$227K 0.11%
2,650
139
$218K 0.1%
1,889
-97
140
$212K 0.1%
15,175
141
$208K 0.1%
800
142
$208K 0.1%
3,000
143
$207K 0.1%
3,710
144
$207K 0.1%
+4,864
145
$205K 0.1%
+1,000
146
$202K 0.09%
+2,345
147
$173K 0.08%
3,301
-11,703
148
$160K 0.07%
+15,000
149
$95K 0.04%
3,688
+1,494
150
$90K 0.04%
17,879
3 4 5
6
7