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
$261M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.66M
3
+$2.77M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.69M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.45M

Top Sells

1
+$218K
2
+$203K
3
+$128K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$127K
5
IYR icon
iShares US Real Estate ETF
IYR
+$118K

Sector Composition

1 Technology 1.21%
2 Communication Services 0.37%
3 Industrials 0.21%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.53%
10,251
27
$1.23M 0.47%
19,960
+3,618
28
$1.19M 0.46%
9,846
-206
29
$1.08M 0.42%
36,158
+1,067
30
$1.03M 0.4%
10,480
-50
31
$1.03M 0.39%
6,998
32
$972K 0.37%
8,894
+514
33
$865K 0.33%
16,658
+560
34
$858K 0.33%
19,396
+2,466
35
$565K 0.22%
7,488
+1,142
36
$553K 0.21%
7,332
-693
37
$549K 0.21%
8,634
-573
38
$526K 0.2%
49,440
-2,070
39
$503K 0.19%
16,925
40
$469K 0.18%
14,208
-23
41
$465K 0.18%
9,307
+1,717
42
$406K 0.16%
21,760
43
$402K 0.15%
11,008
+1,529
44
$360K 0.14%
6,940
45
$355K 0.14%
6,880
-200
46
$342K 0.13%
4,909
-13
47
$329K 0.13%
962
48
$321K 0.12%
5,902
49
$284K 0.11%
3,557
-25
50
$254K 0.1%
9,434
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2
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