B
Brightworth Portfolio holdings
AUM
$933M
This Quarter Return
+7.89%
1 Year Return
-15.08%
3 Year Return
+21.7%
5 Year Return
+55.97%
10 Year Return
–
AUM
$443M
AUM Growth
+$443M
(+7.5%)
Cap. Flow
-$38.1K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
59.81%
Holding
133
New
3
Increased
69
Reduced
32
Closed
13
Top Buys
| 1 |
Dentsply Sirona
XRAY
|
$2.83M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$820K |
| 3 |
Abbott
ABT
|
$357K |
| 4 |
Verizon
VZ
|
$297K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$285K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$2.12M |
| 2 |
iShares US Technology ETF
IYW
|
$1M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$779K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$601K |
| 5 |
ConocoPhillips
COP
|
$487K |
Sector Composition
| 1 | Financials | 11.91% |
| 2 | Healthcare | 6.65% |
| 3 | Industrials | 6.04% |
| 4 | Consumer Discretionary | 4.98% |
| 5 | Consumer Staples | 3.76% |
