BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.31M
3
+$4.28M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.11M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.62M

Top Sells

1
+$25.7M
2
+$4.27M
3
+$3.59M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.59M

Sector Composition

1 Consumer Discretionary 41.68%
2 Technology 16.77%
3 Communication Services 3.63%
4 Healthcare 2.36%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$203K 0.02%
+2,841
277
$202K 0.02%
+4,953
278
$200K 0.02%
+2,246
279
$193K 0.02%
27,623
-5,906
280
$182K 0.01%
17,890
281
$177K 0.01%
601
-239
282
$155K 0.01%
13,106
-625
283
$151K 0.01%
21,553
+8,075
284
$127K 0.01%
665
+2
285
$124K 0.01%
1,333
286
$110K 0.01%
15,286
+4,000
287
$105K 0.01%
+11,731
288
$102K 0.01%
+30,000
289
$100K 0.01%
10,462
+105
290
$70K 0.01%
1,800
291
$67K 0.01%
+11,068
292
$53K ﹤0.01%
+10,000
293
$37K ﹤0.01%
3,034
294
$35K ﹤0.01%
1,900
295
$27K ﹤0.01%
+1,500
296
$24K ﹤0.01%
4,833
+1,333
297
$23K ﹤0.01%
+10,000
298
$4K ﹤0.01%
+10,000
299
– –
-1,497
300
– –
-9,900
9 10 11
12
13