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
$511M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.15M
3
+$1.48M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.04M

Top Sells

1
+$631K
2
+$312K
3
+$246K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$200K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.41%
39,703
27
$1.65M 0.32%
14,464
28
$1.4M 0.27%
25,591
29
$1.34M 0.26%
16,240
30
$1.26M 0.25%
16,120
31
$1.07M 0.21%
51,600
+2,120
32
$1.04M 0.2%
7,339
+166
33
$944K 0.18%
4,251
+131
34
$740K 0.14%
6,607
-101
35
$664K 0.13%
4,587
-418
36
$652K 0.13%
8,336
37
$595K 0.12%
6,763
38
$578K 0.11%
7,821
39
$568K 0.11%
4,199
40
$554K 0.11%
4,160
+260
41
$551K 0.11%
8,405
42
$492K 0.1%
1,796
-55
43
$439K 0.09%
18,788
44
$426K 0.08%
1,511
+75
45
$425K 0.08%
3,180
-220
46
$410K 0.08%
5,056
47
$407K 0.08%
755
48
$382K 0.07%
10,189
-179
49
$369K 0.07%
1,920
50
$363K 0.07%
1,051
-77
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