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
$383M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.48M
3
+$977K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$847K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$752K

Top Sells

1
+$1.13M
2
+$505K
3
+$417K
4
VV icon
Vanguard Large-Cap ETF
VV
+$262K
5
VB icon
Vanguard Small-Cap ETF
VB
+$233K

Sector Composition

1 Technology 0.85%
2 Communication Services 0.52%
3 Consumer Staples 0.46%
4 Industrials 0.37%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.4%
28,149
-481
27
$1.37M 0.36%
50,769
-107
28
$1.25M 0.33%
10,329
-887
29
$1.25M 0.33%
5,779
30
$1.15M 0.3%
14,464
-1,054
31
$999K 0.26%
10,716
-228
32
$686K 0.18%
11,240
-1,432
33
$621K 0.16%
8,650
-600
34
$552K 0.14%
3,085
35
$511K 0.13%
1,314
-38
36
$480K 0.13%
2,094
-85
37
$349K 0.09%
962
38
$326K 0.09%
4,160
-580
39
$314K 0.08%
18,788
40
$306K 0.08%
3,900
41
$292K 0.08%
1,800
42
$289K 0.08%
1,680
-400
43
$274K 0.07%
2,436
-56
44
$256K 0.07%
4,927
45
$252K 0.07%
3,859
-501
46
$240K 0.06%
6,017
-42
47
$227K 0.06%
4,528
-21
48
$211K 0.06%
+15,090
49
$205K 0.05%
1,259
-324
50
$205K 0.05%
+2,812
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