BWG

Berry Wealth Group Portfolio holdings

AUM $28.5M
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$2.56M
2
+$2.42M
3
+$2.3M
4
FIS icon
Fidelity National Information Services
FIS
+$1.97M
5
PEG icon
Public Service Enterprise Group
PEG
+$398K

Top Sells

1
+$2.58M
2
+$2.04M
3
+$1.22M
4
MPC icon
Marathon Petroleum
MPC
+$1.15M
5
ETN icon
Eaton
ETN
+$896K

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