B

Brightworth Portfolio holdings

AUM $933M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
-15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.43M
3
+$2.29M
4
AAPL icon
Apple
AAPL
+$1.19M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.14M

Top Sells

1
+$9.84M
2
+$4.58M
3
+$3.47M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$739K
5
TSLA icon
Tesla
TSLA
+$210K

Sector Composition

1 Financials 6.02%
2 Healthcare 4.9%
3 Consumer Discretionary 3.71%
4 Consumer Staples 3.56%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.02%
+1,122
102
$203K 0.02%
+1,448
103
– –
-68,340
104
– –
-942
1 2 3 4
5