B
Brightworth Portfolio holdings
AUM
$933M
This Quarter Return
+2.72%
1 Year Return
-15.08%
3 Year Return
+21.7%
5 Year Return
+55.97%
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(+37%)
Cap. Flow
+$40.9M
Cap. Flow
% of AUM
22.49%
Top 10 Holdings %
Top 10 Hldgs %
93.81%
Holding
49
New
36
Increased
9
Reduced
1
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$13.2M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$4.11M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
$2.62M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.54M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$2.16M |
Top Sells
| 1 |
Markel Group
MKL
|
$214K |
| 2 |
Diageo
DEO
|
$207K |
| 3 |
W.R. Berkley
WRB
|
$20.2K |
Sector Composition
| 1 | Financials | 2.95% |
| 2 | Healthcare | 0.68% |
| 3 | Communication Services | 0.65% |
| 4 | Industrials | 0.56% |
| 5 | Consumer Staples | 0.53% |
