BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
-1.02%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$511M
AUM Growth
+$511M
(+0.12%)
Cap. Flow
+$9.67M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
79.74%
Holding
65
New
1
Increased
19
Reduced
19
Closed
1
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.51M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.15M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.48M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.1M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.04M |
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$631K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$312K |
| 3 |
Vanguard Large-Cap ETF
VV
|
$246K |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$200K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$171K |
Sector Composition
| 1 | Technology | 0.88% |
| 2 | Financials | 0.38% |
| 3 | Consumer Staples | 0.26% |
| 4 | Industrials | 0.26% |
| 5 | Communication Services | 0.19% |
