BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+2.68%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$443M
AUM Growth
+$443M
(+7.1%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
80.21%
Holding
61
New
12
Increased
10
Reduced
22
Closed
2
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.1M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.82M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$1.6M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.4M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$1.1M |
Top Sells
| 1 |
Snap
SNAP
|
$2.6M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.23M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$643K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$368K |
| 5 |
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% |
