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
$291M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$833K
3
+$799K
4
OGN icon
Organon & Co
OGN
+$306K
5
AVGO icon
Broadcom
AVGO
+$294K

Top Sells

1
+$1.44M
2
+$906K
3
+$737K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$563K
5
AAPL icon
Apple
AAPL
+$376K

Sector Composition

1 Technology 27.07%
2 Healthcare 18.16%
3 Consumer Discretionary 12.32%
4 Financials 11.37%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.07%
1,000
-1,000
127
$203K 0.07%
+1,059
128
$197K 0.07%
10,000
129
$172K 0.06%
2,568
130
– –
-2,170
131
– –
-1,170
132
– –
-4,708
133
– –
-3,265
2 3 4 5
6