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
$216M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.09M
3
+$577K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$498K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$393K

Top Sells

1
+$328K
2
+$257K
3
+$208K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$145K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$137K

Sector Composition

1 Technology 1.15%
2 Communication Services 0.3%
3 Industrials 0.23%
4 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.58%
74,355
-270
27
$1.21M 0.56%
10,925
-76
28
$1.01M 0.47%
36,218
-687
29
$970K 0.45%
7,157
+251
30
$949K 0.44%
15,906
+66
31
$895K 0.41%
8,531
-43
32
$847K 0.39%
16,080
+20
33
$730K 0.34%
8,767
-60
34
$702K 0.32%
17,000
-47
35
$606K 0.28%
62,172
+582
36
$599K 0.28%
10,530
37
$515K 0.24%
7,364
38
$500K 0.23%
10,207
-749
39
$470K 0.22%
16,504
40
$450K 0.21%
13,745
-63
41
$387K 0.18%
7,590
42
$340K 0.16%
10,102
-231
43
$323K 0.15%
6,940
-1,780
44
$322K 0.15%
7,080
-1,220
45
$317K 0.15%
21,760
46
$306K 0.14%
962
47
$301K 0.14%
4,622
-1,050
48
$296K 0.14%
3,612
-688
49
$295K 0.14%
5,902
-93
50
$242K 0.11%
3,416
1
2
3