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
$510M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.64M
3
+$5.74M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.85M

Top Sells

1
+$376K
2
+$242K
3
+$231K
4
IBM icon
IBM
IBM
+$217K
5
VB icon
Vanguard Small-Cap ETF
VB
+$141K

Sector Composition

1 Technology 0.87%
2 Financials 0.39%
3 Industrials 0.3%
4 Consumer Staples 0.28%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.42%
39,703
27
$1.72M 0.34%
14,464
28
$1.41M 0.28%
16,240
29
$1.4M 0.28%
25,591
-32
30
$1.28M 0.25%
16,120
+13,383
31
$1.04M 0.2%
7,173
-156
32
$992K 0.19%
+49,480
33
$931K 0.18%
4,120
+1,035
34
$765K 0.15%
6,708
35
$693K 0.14%
5,005
36
$680K 0.13%
6,763
-1,350
37
$665K 0.13%
8,336
-1,621
38
$584K 0.11%
7,821
39
$582K 0.11%
4,199
40
$572K 0.11%
8,405
41
$515K 0.1%
1,851
-243
42
$508K 0.1%
18,788
43
$505K 0.1%
3,900
44
$432K 0.08%
1,128
-10
45
$427K 0.08%
3,400
-60
46
$417K 0.08%
1,920
+120
47
$417K 0.08%
5,056
48
$399K 0.08%
1,436
+605
49
$381K 0.07%
10,368
+3,008
50
$380K 0.07%
+755
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