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
$306M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.19M
3
+$590K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$440K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$419K

Top Sells

1
+$1.08M
2
+$333K
3
+$303K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$204K
5
VV icon
Vanguard Large-Cap ETF
VV
+$191K

Sector Composition

1 Technology 0.9%
2 Communication Services 0.76%
3 Consumer Staples 0.49%
4 Industrials 0.3%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.9%
16,625
+210
27
$2.69M 0.88%
59,804
-2,747
28
$2.19M 0.72%
6,720
-929
29
$2.11M 0.69%
40,411
-2,204
30
$1.68M 0.55%
37,952
-3,272
31
$1.33M 0.43%
38,433
+2,485
32
$1.29M 0.42%
9,876
-120
33
$1.22M 0.4%
17,420
34
$1.18M 0.39%
67,902
+11,453
35
$987K 0.32%
18,378
36
$983K 0.32%
12,696
-4,296
37
$938K 0.31%
12,016
38
$904K 0.3%
15,048
39
$896K 0.29%
5,797
40
$715K 0.23%
7,810
-507
41
$642K 0.21%
9,250
-40
42
$640K 0.21%
9,020
43
$598K 0.2%
17,756
-268
44
$586K 0.19%
19,588
-201
45
$581K 0.19%
7,314
-22
46
$515K 0.17%
7,260
47
$512K 0.17%
3,085
48
$457K 0.15%
2,526
49
$374K 0.12%
999
50
$360K 0.12%
18,788
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