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
$242M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.11M
3
+$1.06M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$690K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$461K

Top Sells

1
+$256K
2
+$232K
3
+$226K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$217K
5
WDAY icon
Workday
WDAY
+$206K

Sector Composition

1 Technology 1.2%
2 Communication Services 0.42%
3 Industrials 0.32%
4 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.58%
10,251
27
$1.23M 0.51%
10,052
-703
28
$1.07M 0.44%
35,091
-1,361
29
$1.03M 0.43%
6,998
-159
30
$1.03M 0.43%
16,342
-296
31
$957K 0.4%
8,380
+13
32
$872K 0.36%
10,530
33
$841K 0.35%
16,098
-10
34
$759K 0.31%
16,930
35
$666K 0.28%
8,025
-743
36
$571K 0.24%
9,207
37
$554K 0.23%
51,510
-6,822
38
$508K 0.21%
16,925
+490
39
$487K 0.2%
6,346
-1,018
40
$481K 0.2%
14,231
+522
41
$386K 0.16%
7,590
42
$370K 0.15%
7,080
-120
43
$366K 0.15%
6,940
-100
44
$347K 0.14%
9,479
-262
45
$346K 0.14%
4,922
46
$332K 0.14%
962
47
$323K 0.13%
5,902
48
$307K 0.13%
21,760
49
$292K 0.12%
3,582
-30
50
$277K 0.11%
9,434
-1,255
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2
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