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
$270M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.64M
3
+$1.09M
4
COST icon
Costco
COST
+$1.01M
5
PARA
Paramount Global Class B
PARA
+$951K

Top Sells

1
+$1.64M
2
+$611K
3
+$443K
4
IAU icon
iShares Gold Trust
IAU
+$384K
5
GLD icon
SPDR Gold Trust
GLD
+$303K

Sector Composition

1 Technology 27.58%
2 Healthcare 18.89%
3 Financials 11.32%
4 Consumer Discretionary 9.39%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,500
127
– –
-1,700
128
– –
-10,600
129
– –
-52,538
130
– –
-2,624
131
– –
-3,173
2 3 4 5
6