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
$264M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$923K
3
+$632K
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$477K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$472K

Top Sells

1
+$578K
2
+$347K
3
+$301K
4
PHG icon
Philips
PHG
+$257K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$238K

Sector Composition

1 Technology 1.27%
2 Communication Services 0.4%
3 Industrials 0.24%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.58%
10,423
27
$1.34M 0.51%
10,181
-378
28
$1.33M 0.5%
27,404
+990
29
$1.3M 0.49%
19,667
+270
30
$1.09M 0.42%
37,457
-142
31
$1.06M 0.4%
9,148
+152
32
$1.03M 0.39%
6,577
-398
33
$1M 0.38%
19,450
-742
34
$906K 0.34%
21,643
+2,355
35
$645K 0.24%
9,355
+972
36
$619K 0.23%
5,951
37
$566K 0.21%
7,127
-150
38
$480K 0.18%
15,115
+710
39
$475K 0.18%
5,878
+148
40
$436K 0.17%
15,639
41
$422K 0.16%
36,564
-3,474
42
$411K 0.16%
21,760
43
$397K 0.15%
6,940
44
$391K 0.15%
6,880
45
$386K 0.15%
11,264
+817
46
$342K 0.13%
962
47
$296K 0.11%
5,902
48
$286K 0.11%
8,024
-2,353
49
$272K 0.1%
3,504
-53
50
$271K 0.1%
10,748
-477
1
2
3