BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+3.57%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$540M
AUM Growth
+$540M
(+5.7%)
Cap. Flow
+$9.48M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
75.76%
Holding
73
New
9
Increased
9
Reduced
25
Closed
5
Top Buys
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$25.7M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$10.8M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$3.17M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.23M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$2.16M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$30.6M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.25M |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.14M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.7M |
| 5 |
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% |
