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
51
$272K 0.25%
+573
52
$253K 0.23%
+854
53
$247K 0.23%
+2,214
54
$241K 0.22%
+1,646
55
$216K 0.2%
+561
56
$210K 0.19%
+2,995