BWG

Berry Wealth Group Portfolio holdings

AUM $143M
1-Year Est. Return 22.31%
This Quarter Est. Return
1 Year Est. Return
+22.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.74M
3
+$6.24M
4
MPC icon
Marathon Petroleum
MPC
+$6.05M
5
AVGO icon
Broadcom
AVGO
+$5.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.09%
2 Financials 14.15%
3 Industrials 10.52%
4 Energy 10.47%
5 Healthcare 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$870K 0.8%
+6,965
27
$842K 0.77%
+3,234
28
$755K 0.69%
+7,549
29
$699K 0.64%
+1,329
30
$648K 0.6%
+4,399
31
$647K 0.59%
+2,651
32
$637K 0.59%
+4,558
33
$567K 0.52%
+2,156
34
$531K 0.49%
+2,297
35
$529K 0.49%
+5,643
36
$488K 0.45%
+1,077
37
$474K 0.44%
+13,100
38
$454K 0.42%
+3,534
39
$449K 0.41%
+1,956
40
$437K 0.4%
+8,830
41
$414K 0.38%
+1,170
42
$412K 0.38%
+935
43
$386K 0.35%
+5,059
44
$358K 0.33%
+2,305
45
$354K 0.33%
+1,681
46
$352K 0.32%
+2,652
47
$348K 0.32%
+1,402
48
$348K 0.32%
+2,333
49
$326K 0.3%
+1,483
50
$292K 0.27%
+2,086
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