BWG
Berry Wealth Group Portfolio holdings
AUM
$30.6M
1-Year Est. Return
25.05%
1 Year Est. Return
+25.05%
AUM
$30.6M
AUM Growth
-$112M
(-79%)
Holding
107
Top Sells
| 1 | +$11.4M | |
| 2 | +$6.91M | |
| 3 | +$6.81M | |
| 4 |
JPMorgan Chase
JPM
|
+$6.53M |
| 5 |
Motorola Solutions
MSI
|
+$5.31M |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Bio-Techne
TECH
$9.9B
| – | – |
-5,392
|
|
||
102
Unilever
UL
$145B
| – | – |
-6,101
|
|
||
103
Verizon
VZ
$174B
| – | – |
-47,197
|
|
||
104
Williams Companies
WMB
$77.7B
| – | – |
-5,847
|
|
||
105
Williams-Sonoma
WSM
$21.1B
| – | – |
-1,410
|
|
||
106
Watsco Inc
WSO
$14.1B
| – | – |
-690
|
|
||
107
GE Vernova
GEV
$171B
| – | – |
-507
|
|