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
$262M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$817K
3
+$667K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$620K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$596K

Top Sells

1
+$1.08M
2
+$631K
3
+$463K
4
SPLK
Splunk Inc
SPLK
+$449K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$361K

Sector Composition

1 Technology 1.21%
2 Communication Services 0.62%
3 Industrials 0.2%
4 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.55%
31,016
-4,156
27
$1.32M 0.5%
10,559
+713
28
$1.3M 0.5%
26,414
+17,107
29
$1.3M 0.5%
19,397
-563
30
$1.11M 0.42%
37,599
+1,441
31
$1.09M 0.42%
6,975
-23
32
$1.05M 0.4%
20,192
+3,534
33
$991K 0.38%
8,996
+102
34
$827K 0.32%
19,288
-108
35
$593K 0.23%
7,277
-55
36
$590K 0.23%
5,951
-4,529
37
$578K 0.22%
+44,159
38
$517K 0.2%
8,383
-251
39
$479K 0.18%
+10,377
40
$468K 0.18%
5,730
-1,758
41
$462K 0.18%
14,405
+197
42
$456K 0.17%
15,639
-1,286
43
$440K 0.17%
40,038
-9,402
44
$436K 0.17%
21,760
45
$392K 0.15%
6,940
46
$384K 0.15%
6,880
47
$377K 0.14%
10,447
-561
48
$342K 0.13%
962
49
$306K 0.12%
5,902
50
$282K 0.11%
3,557
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