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
$232M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.54M
3
+$1.4M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$886K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$879K

Top Sells

1
+$202K
2
+$141K
3
+$61.6K
4
DLB icon
Dolby
DLB
+$57.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53.3K

Sector Composition

1 Technology 1.33%
2 Communication Services 0.43%
3 Industrials 0.23%
4 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.57%
76,656
+2,301
27
$1.24M 0.54%
10,755
-170
28
$1.09M 0.47%
36,452
+234
29
$1.05M 0.45%
16,638
+732
30
$1.01M 0.44%
7,157
31
$903K 0.39%
8,367
-164
32
$848K 0.37%
16,108
+28
33
$735K 0.32%
16,930
-70
34
$728K 0.31%
8,768
+1
35
$700K 0.3%
10,530
36
$592K 0.26%
58,332
-3,840
37
$546K 0.24%
7,364
38
$530K 0.23%
9,207
-1,000
39
$479K 0.21%
16,435
-69
40
$463K 0.2%
13,709
-36
41
$388K 0.17%
7,590
42
$349K 0.15%
9,741
-361
43
$345K 0.15%
7,200
+120
44
$343K 0.15%
7,040
+100
45
$337K 0.15%
4,922
+300
46
$316K 0.14%
+10,689
47
$314K 0.14%
962
48
$311K 0.13%
5,902
49
$296K 0.13%
3,612
50
$294K 0.13%
21,760
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