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
$294M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$512K
3
+$499K
4
V icon
Visa
V
+$451K
5
AXP icon
American Express
AXP
+$433K

Top Sells

1
+$5.31M
2
+$967K
3
+$706K
4
ABBV icon
AbbVie
ABBV
+$501K
5
PNC icon
PNC Financial Services
PNC
+$494K

Sector Composition

1 Technology 29.78%
2 Healthcare 14.59%
3 Financials 12.76%
4 Energy 10.78%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.07%
+1,237
127
$202K 0.07%
+5,340
128
– –
-2,708
129
– –
-1,578
130
– –
-3,884
131
– –
-1,900
132
– –
-4,299
2 3 4 5
6