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
$277M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.52M
3
+$1.48M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$796K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$646K

Top Sells

1
+$1.08M
2
+$358K
3
+$306K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$224K
5
GILD icon
Gilead Sciences
GILD
+$223K

Sector Composition

1 Technology 1.13%
2 Communication Services 0.35%
3 Industrials 0.3%
4 Financials 0.16%
5 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.91%
41,194
-2,384
27
$2.39M 0.86%
8,305
+266
28
$2.25M 0.81%
44,604
-7,115
29
$1.95M 0.7%
69,418
-185
30
$1.63M 0.59%
39,271
-3,078
31
$1.38M 0.5%
27,624
-3,180
32
$1.2M 0.43%
10,461
+198
33
$1.11M 0.4%
52,777
+932
34
$1.05M 0.38%
31,888
-6,808
35
$972K 0.35%
18,464
-22
36
$752K 0.27%
5,797
-154
37
$737K 0.27%
24,651
-165
38
$681K 0.25%
14,696
-652
39
$613K 0.22%
7,055
-109
40
$593K 0.21%
9,305
41
$583K 0.21%
18,619
+211
42
$572K 0.21%
7,622
+272
43
$548K 0.2%
9,160
+2,840
44
$454K 0.16%
3,085
-7,338
45
$432K 0.16%
7,180
+160
46
$431K 0.16%
9,000
47
$415K 0.15%
36,042
-1,194
48
$387K 0.14%
18,788
49
$339K 0.12%
966
+3
50
$334K 0.12%
6,047
+200
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