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
$350M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19M
3
+$10.9M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.83M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.66M

Top Sells

1
+$10.4M
2
+$9.38M
3
+$4.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.1M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.75M

Sector Composition

1 Technology 0.91%
2 Communication Services 0.52%
3 Consumer Staples 0.43%
4 Industrials 0.38%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.35%
15,535
+7,213
27
$1.2M 0.34%
50,876
-11,360
28
$1.15M 0.33%
5,779
29
$1.02M 0.29%
11,216
-1,852
30
$994K 0.28%
+15,518
31
$865K 0.25%
10,944
32
$679K 0.19%
12,672
-2,259
33
$609K 0.17%
9,250
34
$493K 0.14%
+1,352
35
$483K 0.14%
3,085
36
$418K 0.12%
2,179
-69
37
$417K 0.12%
19,532
38
$336K 0.1%
4,740
-420
39
$312K 0.09%
962
40
$301K 0.09%
18,788
41
$287K 0.08%
2,080
-320
42
$283K 0.08%
6,059
+729
43
$276K 0.08%
3,900
44
$272K 0.08%
2,492
+14
45
$265K 0.08%
+4,360
46
$235K 0.07%
4,927
47
$228K 0.07%
1,800
-10
48
$227K 0.06%
+1,583
49
$211K 0.06%
+1,829
50
$207K 0.06%
+1,019
1
2
3