BWA

BlueSky Wealth Advisors Portfolio holdings

AUM $742M
1-Year Est. Return 10.46%
This Quarter Est. Return
1 Year Est. Return
+10.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$18.5M
3
+$12.9M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.5M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.63%
2 Communication Services 0.33%
3 Industrials 0.26%
4 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.6%
+76,035
27
$1.14M 0.56%
+11,167
28
$1.14M 0.56%
+21,680
29
$1.04M 0.51%
+41,640
30
$1.01M 0.5%
+17,012
31
$972K 0.48%
+9,585
32
$924K 0.45%
+7,168
33
$767K 0.38%
+15,004
34
$725K 0.36%
+8,780
35
$649K 0.32%
+17,752
36
$568K 0.28%
+62,892
37
$540K 0.27%
+11,956
38
$535K 0.26%
+7,636
39
$532K 0.26%
+11,679
40
$488K 0.24%
+18,553
41
$468K 0.23%
+9,311
42
$422K 0.21%
+14,277
43
$352K 0.17%
+4,355
44
$350K 0.17%
+4,887
45
$346K 0.17%
+8,720
46
$331K 0.16%
+11,374
47
$327K 0.16%
+5,672
48
$320K 0.16%
+8,300
49
$318K 0.16%
+7,189
50
$311K 0.15%
+21,760
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