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
$209M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.04M
3
+$735K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$683K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$633K

Top Sells

1
+$971K
2
+$767K
3
+$720K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$566K
5
AAPL icon
Apple
AAPL
+$503K

Sector Composition

1 Technology 1.4%
2 Communication Services 0.34%
3 Industrials 0.27%
4 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.59%
74,625
-1,410
27
$1.19M 0.57%
11,001
-166
28
$989K 0.47%
36,905
-4,735
29
$935K 0.45%
15,840
-1,172
30
$920K 0.44%
6,906
-262
31
$892K 0.43%
8,574
-1,011
32
$845K 0.4%
16,060
-5,620
33
$729K 0.35%
8,827
+47
34
$670K 0.32%
17,047
-705
35
$656K 0.31%
10,530
-4,474
36
$586K 0.28%
61,590
-1,302
37
$574K 0.27%
10,956
-1,000
38
$511K 0.24%
7,364
-272
39
$453K 0.22%
16,504
-2,049
40
$434K 0.21%
13,808
-469
41
$383K 0.18%
7,590
-1,721
42
$370K 0.18%
8,720
43
$353K 0.17%
5,672
44
$349K 0.17%
4,300
-55
45
$344K 0.16%
8,300
46
$332K 0.16%
21,760
47
$328K 0.16%
9,227
-2,452
48
$324K 0.15%
10,333
-1,041
49
$301K 0.14%
962
-38
50
$287K 0.14%
5,995
-1,194
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3