BWM

Buckley Wealth Management Portfolio holdings

AUM $365M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$839K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
ABBV icon
AbbVie
ABBV
+$390K

Top Sells

1
+$543K
2
+$511K
3
+$455K
4
IDA icon
Idacorp
IDA
+$374K
5
DE icon
Deere & Co
DE
+$371K

Sector Composition

1 Technology 27.81%
2 Healthcare 20.28%
3 Financials 12.27%
4 Communication Services 9.31%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,139
127
– –
-7,931
128
– –
-3,080
129
– –
-3,502
130
– –
-5,740
131
– –
-2,943
132
– –
-5,087
133
– –
-811
134
– –
-1,705
135
– –
-3,000
136
– –
-2,500
137
– –
-6,212
138
– –
-6,644
139
– –
-1,074
140
– –
-2,400
141
– –
-2,422
142
– –
-2,082
143
– –
-2,071
2 3 4 5
6