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
$271M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$14.1M
3
+$3.14M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.54M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.41M

Top Sells

1
+$21.9M
2
+$10.5M
3
+$5.74M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.76M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$4.37M

Sector Composition

1 Technology 0.75%
2 Consumer Staples 0.49%
3 Communication Services 0.47%
4 Industrials 0.26%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.64%
71,741
+33,308
27
$1.55M 0.57%
29,613
+11,235
28
$1.12M 0.41%
17,420
29
$831K 0.31%
13,068
+372
30
$740K 0.27%
62,236
-5,666
31
$729K 0.27%
5,779
-18
32
$665K 0.25%
10,944
-1,072
33
$655K 0.24%
30,296
+10,708
34
$645K 0.24%
14,931
-117
35
$581K 0.21%
8,322
+512
36
$501K 0.18%
9,250
37
$400K 0.15%
19,532
-1,069,585
38
$398K 0.15%
3,085
39
$339K 0.12%
2,248
-278
40
$300K 0.11%
5,160
-2,100
41
$260K 0.1%
18,788
42
$253K 0.09%
962
-37
43
$240K 0.09%
2,478
-59,259
44
$240K 0.09%
23,844
-3,480
45
$239K 0.09%
2,795
-468
46
$234K 0.09%
2,400
-60
47
$227K 0.08%
3,900
-5,120
48
$210K 0.08%
4,747
-250
49
$210K 0.08%
1,810
+10
50
$210K 0.08%
5,330
-115
1
2
3