B
Brightworth Portfolio holdings
AUM
$933M
This Quarter Return
+5.79%
1 Year Return
-15.08%
3 Year Return
+21.7%
5 Year Return
+55.97%
10 Year Return
–
AUM
$98.5M
AUM Growth
–
Cap. Flow
+$98.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.31%
Holding
22
New
22
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$68M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$10.7M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$6.71M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$4.05M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$2.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.38% |
| 2 | Healthcare | 0.42% |
| 3 | Consumer Discretionary | 0.22% |
| 4 | Communication Services | 0.21% |
| 5 | Consumer Staples | 0.21% |
