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
$443M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.82M
3
+$1.6M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.4M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.1M

Top Sells

1
+$2.6M
2
+$1.23M
3
+$643K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$368K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$248K

Sector Composition

1 Technology 0.66%
2 Financials 0.39%
3 Industrials 0.38%
4 Consumer Staples 0.32%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.32%
16,240
27
$1.4M 0.32%
25,623
-2,337
28
$962K 0.22%
7,329
-1,863
29
$829K 0.19%
8,113
-487
30
$760K 0.17%
9,957
-1,283
31
$724K 0.16%
5,005
-271
32
$714K 0.16%
6,708
-464
33
$661K 0.15%
3,085
34
$617K 0.14%
18,788
35
$561K 0.13%
+4,199
36
$545K 0.12%
+8,405
37
$538K 0.12%
+7,821
38
$538K 0.12%
2,094
39
$470K 0.11%
962
40
$441K 0.1%
1,138
-140
41
$440K 0.1%
3,900
42
$419K 0.09%
+5,056
43
$416K 0.09%
1,800
44
$388K 0.09%
3,460
45
$376K 0.08%
3,422
+986
46
$325K 0.07%
+5,070
47
$323K 0.07%
+1,826
48
$315K 0.07%
+2,669
49
$306K 0.07%
+4,190
50
$304K 0.07%
4,927
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