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
$121M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$439K
3
+$395K
4
AAPL icon
Apple
AAPL
+$376K
5
ABBV icon
AbbVie
ABBV
+$369K

Top Sells

1
+$924K
2
+$882K
3
+$865K
4
APD icon
Air Products & Chemicals
APD
+$624K
5
WMT icon
Walmart
WMT
+$533K

Sector Composition

1 Technology 28.88%
2 Financials 14.17%
3 Industrials 11.5%
4 Energy 10.6%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.18%
+4,250
77
$212K 0.18%
+6,676
78
$209K 0.17%
+3,912
79
$209K 0.17%
+3,957
80
$206K 0.17%
+1,488
81
$201K 0.17%
+3,714
82
$201K 0.17%
+1,398
83
$130K 0.11%
+10,156
84
$99.4K 0.08%
+12,323
1 2 3
4