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
$414M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.1M
3
+$1.48M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$982K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$764K

Top Sells

1
+$739K
2
+$364K
3
+$284K
4
VV icon
Vanguard Large-Cap ETF
VV
+$258K
5
CSCO icon
Cisco
CSCO
+$240K

Sector Composition

1 Communication Services 0.78%
2 Technology 0.72%
3 Industrials 0.39%
4 Consumer Staples 0.34%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.37%
27,960
-189
27
$1.42M 0.34%
16,240
28
$1.26M 0.31%
14,464
29
$1.22M 0.29%
9,192
-1,137
30
$896K 0.22%
5,276
-503
31
$835K 0.2%
8,600
-50
32
$771K 0.19%
11,240
33
$736K 0.18%
7,172
-3,544
34
$648K 0.16%
18,788
35
$600K 0.14%
3,085
36
$505K 0.12%
2,094
37
$454K 0.11%
1,278
-36
38
$404K 0.1%
962
39
$342K 0.08%
3,900
40
$328K 0.08%
1,800
41
$303K 0.07%
3,460
-700
42
$288K 0.07%
4,927
43
$284K 0.07%
3,896
+37
44
$282K 0.07%
2,436
45
$280K 0.07%
2,812
46
$274K 0.07%
1,680
47
$248K 0.06%
1,263
+4
48
$247K 0.06%
16,272
+1,182
49
$203K 0.05%
1,685
50
– –
-6,017
1
2
3