BWG

Berry Wealth Group Portfolio holdings

AUM $26.8M
1-Year Est. Return 31.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.6M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.92K

Top Sells

1
+$10.6M
2
+$6.81M
3
+$6.16M
4
AAPL icon
Apple
AAPL
+$6.04M
5
MSI icon
Motorola Solutions
MSI
+$5.24M

Sector Composition

1 Technology 43.35%
2 Financials 14.68%
3 Industrials 11.32%
4 Energy 9.44%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
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