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
$281M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$867K
3
+$857K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$690K
5
SNAP icon
Snap
SNAP
+$622K

Top Sells

1
+$1.37M
2
+$681K
3
+$656K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$505K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$377K

Sector Composition

1 Technology 0.99%
2 Communication Services 0.54%
3 Industrials 0.3%
4 Financials 0.16%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.81%
7,787
-518
27
$2.22M 0.79%
42,993
-1,611
28
$2.21M 0.79%
79,203
+9,785
29
$2.07M 0.74%
13,234
-4,188
30
$1.73M 0.62%
41,475
+2,204
31
$1.21M 0.43%
10,407
-54
32
$1.15M 0.41%
35,262
+3,374
33
$1.08M 0.39%
51,374
-1,403
34
$1.02M 0.36%
20,664
-6,960
35
$983K 0.35%
18,400
-64
36
$867K 0.31%
+15,524
37
$857K 0.3%
+12,016
38
$729K 0.26%
5,797
39
$622K 0.22%
+43,480
40
$613K 0.22%
7,017
-38
41
$603K 0.21%
20,224
-4,427
42
$600K 0.21%
9,290
-15
43
$567K 0.2%
18,459
-160
44
$545K 0.19%
7,336
-286
45
$495K 0.18%
9,160
46
$463K 0.16%
3,085
47
$453K 0.16%
18,788
48
$448K 0.16%
9,117
+117
49
$397K 0.14%
+2,526
50
$393K 0.14%
7,260
+80
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