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
in Stake 		Capital Flow
101
– –
-1,410
102
– –
-690
103
– –
-507
104
– –
-4,250
105
– –
-1,041
106
– –
-1,961
107
– –
-2,605
1 2 3 4
5