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
$290M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.22M
3
+$1.32M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.01M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$838K

Top Sells

1
+$980K
2
+$448K
3
+$341K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$258K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$251K

Sector Composition

1 Technology 0.88%
2 Communication Services 0.61%
3 Consumer Staples 0.55%
4 Industrials 0.27%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.86%
62,551
+2,460
27
$2.46M 0.85%
16,415
+3,181
28
$2.24M 0.77%
42,615
-378
29
$2.23M 0.77%
7,649
-138
30
$1.67M 0.57%
41,224
-251
31
$1.32M 0.46%
+17,420
32
$1.16M 0.4%
9,996
-411
33
$1.13M 0.39%
35,948
+686
34
$1.08M 0.37%
50,997
-377
35
$988K 0.34%
18,378
-22
36
$964K 0.33%
16,992
-3,672
37
$837K 0.29%
12,016
38
$821K 0.28%
15,048
-476
39
$802K 0.28%
56,449
+12,969
40
$773K 0.27%
8,317
+1,300
41
$690K 0.24%
5,797
42
$589K 0.2%
19,789
-435
43
$574K 0.2%
9,290
44
$542K 0.19%
9,020
-140
45
$540K 0.19%
18,024
-435
46
$530K 0.18%
7,336
47
$457K 0.16%
3,085
48
$436K 0.15%
7,260
49
$399K 0.14%
2,526
50
$388K 0.13%
33,474
+1,776
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