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
$140M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.58M
3
+$2.38M
4
FIS icon
Fidelity National Information Services
FIS
+$2.08M
5
PEG icon
Public Service Enterprise Group
PEG
+$445K

Top Sells

1
+$2.58M
2
+$1.81M
3
+$1.29M
4
MPC icon
Marathon Petroleum
MPC
+$1.11M
5
ETN icon
Eaton
ETN
+$971K

Sector Composition

1 Technology 31.84%
2 Financials 12.61%
3 Healthcare 10.65%
4 Industrials 10.43%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,253
1 2 3 4
5