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
101
$1.06M 0.09%
86,022
+30
102
$1.04M 0.08%
5,994
+662
103
$1.04M 0.08%
5,189
+212
104
$1M 0.08%
22,407
-2,954
105
$985K 0.08%
31,681
-1,013
106
$974K 0.08%
16,566
+3,352
107
$949K 0.08%
25,785
+1,021
108
$942K 0.08%
30,654
-133
109
$937K 0.08%
14,008
+6,548
110
$934K 0.08%
20,010
-27,685
111
$933K 0.08%
7,154
-537
112
$926K 0.08%
5,641
-21
113
$918K 0.07%
12,772
+13
114
$916K 0.07%
13,074
-28
115
$912K 0.07%
5,817
-301
116
$909K 0.07%
9,255
+301
117
$908K 0.07%
14,740
+4,127
118
$896K 0.07%
3,030
-340
119
$893K 0.07%
10,857
+3,052
120
$887K 0.07%
14,373
+565
121
$874K 0.07%
34,150
-8,503
122
$873K 0.07%
2,392
+25
123
$867K 0.07%
5,249
+340
124
$842K 0.07%
21,709
-14,215
125
$823K 0.07%
1,614
-148
3 4
5
6 7