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
$369M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.72M
3
+$1.45M
4
VLO icon
Valero Energy
VLO
+$1.26M
5
AMD icon
Advanced Micro Devices
AMD
+$1.03M

Top Sells

1
+$1.73M
2
+$1.31M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.18M
5
PFE icon
Pfizer
PFE
+$1.04M

Sector Composition

1 Technology 27.62%
2 Healthcare 15.6%
3 Consumer Discretionary 11.75%
4 Financials 11.11%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$282K 0.08%
4,500
127
$282K 0.08%
+6,374
128
$282K 0.08%
5,676
-822
129
$263K 0.07%
5,424
+596
130
$260K 0.07%
3,142
131
$258K 0.07%
+3,147
132
$256K 0.07%
+617
133
$255K 0.07%
3,200
-100
134
$246K 0.07%
+3,273
135
$245K 0.07%
+2,074
136
$244K 0.07%
+1,800
137
$242K 0.07%
+1,046
138
$239K 0.06%
+996
139
$235K 0.06%
+2,624
140
$235K 0.06%
+456
141
$231K 0.06%
+3,841
142
$231K 0.06%
+4,862
143
$231K 0.06%
+2,398
144
$228K 0.06%
+1,531
145
$223K 0.06%
+743
146
$223K 0.06%
+1,183
147
$216K 0.06%
+1,649
148
$215K 0.06%
+3,780
149
$214K 0.06%
4,400
+500
150
$213K 0.06%
+4,293
3 4 5
6
7