BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
-7.31%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(-3%)
Cap. Flow
-$626K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
61.99%
Holding
62
New
9
Increased
23
Reduced
24
Closed
3
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$2.68M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.85M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.56M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.4M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.2M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.29M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.47M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.46M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.81M |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$1.32M |
Sector Composition
| 1 | Technology | 1.08% |
| 2 | Communication Services | 0.53% |
| 3 | Industrials | 0.32% |
| 4 | Financials | 0.17% |
| 5 | Consumer Staples | 0.12% |
