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
$540M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$10.8M
3
+$3.17M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.23M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.16M

Top Sells

1
+$30.6M
2
+$4.25M
3
+$2.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.7M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.3M

Sector Composition

1 Technology 0.87%
2 Financials 0.42%
3 Consumer Staples 0.31%
4 Industrials 0.26%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 0.54%
25,094
-3,192
27
$2.26M 0.42%
30,243
-1,698
28
$2.1M 0.39%
39,703
29
$1.67M 0.31%
16,240
30
$1.65M 0.31%
14,464
31
$1.52M 0.28%
51,600
32
$1.25M 0.23%
15,936
-184
33
$1.18M 0.22%
+13,976
34
$1.13M 0.21%
6,368
-971
35
$947K 0.18%
3,923
-328
36
$704K 0.13%
6,107
-500
37
$692K 0.13%
8,336
38
$650K 0.12%
7,763
-58
39
$639K 0.12%
6,713
-50
40
$618K 0.11%
4,199
41
$603K 0.11%
+5,530
42
$602K 0.11%
4,160
43
$583K 0.11%
+17,947
44
$574K 0.11%
8,405
45
$549K 0.1%
1,796
46
$531K 0.1%
4,587
47
$508K 0.09%
1,511
48
$486K 0.09%
755
49
$440K 0.08%
3,040
-140
50
$398K 0.07%
10,189
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