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
$814M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Sells

1 +$7.65M
2 +$3.19M
3 +$1.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M
5
WW
WW International
WW
+$1.21M

Sector Composition

1 Consumer Discretionary 21.49%
2 Technology 12.05%
3 Financials 3.67%
4 Industrials 2.89%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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