BJL
Brighton Jones LLC Portfolio holdings
AUM
$2.37B
1-Year Est. Return
16.36%
This Fund
S&P 500
1 Year Est. Return
+16.36%
AUM
$2.37B
AUM Growth
-$338M
(-12%)
Holding
55
Top Buys
| 1 | +$44.1M | |
| 2 | +$28.7M | |
| 3 | +$27.1M | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$11.3M |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$5.13M |
Top Sells
| 1 | +$16.9M | |
| 2 | +$16.9M | |
| 3 | +$16.5M | |
| 4 |
Walmart Inc
WMT
|
+$16.2M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$15.4M |
Sector Composition
| 1 | Consumer Discretionary | 37.3% |
| 2 | Technology | 24.33% |
| 3 | Communication Services | 5.18% |
| 4 | Energy | 1.15% |
| 5 | Real Estate | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total International Stock ETF
VXUS
$151B
| – | – |
-129,852
|
|
||
|
52
Walmart Inc
WMT
$930B
| – | – |
-145,421
|
|
||
|
WRD
53
WeRide Inc
WRD
$2.61B
| – | – |
-444,723
|
|
||
|
RSMC
54
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$761M
| – | – |
-120,663
|
|
||
|
FIG
55
Figma
FIG
$12B
| – | – |
-271,050
|
|