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
$515M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.14M
3
+$2.77M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.53M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.21M

Top Sells

1
+$6.03M
2
+$4.4M
3
+$2.85M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.37M

Sector Composition

1 Technology 0.82%
2 Financials 0.42%
3 Consumer Staples 0.29%
4 Industrials 0.27%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 0.59%
54,982
-2,410
27
$3.04M 0.59%
28,095
+2,326
28
$2.9M 0.56%
26,932
-1,608
29
$2.67M 0.52%
24,633
-461
30
$2.05M 0.4%
29,447
-796
31
$1.97M 0.38%
14,464
32
$1.96M 0.38%
39,547
-156
33
$1.92M 0.37%
8,423
+4,500
34
$1.62M 0.31%
9,188
+7,564
35
$1.51M 0.29%
15,240
-1,000
36
$1.42M 0.28%
51,890
+290
37
$1.12M 0.22%
15,278
-658
38
$1.04M 0.2%
5,957
-411
39
$866K 0.17%
+8,444
40
$701K 0.14%
5,020
+860
41
$651K 0.13%
8,336
42
$634K 0.12%
4,268
-319
43
$621K 0.12%
4,199
44
$614K 0.12%
6,107
45
$593K 0.12%
7,763
46
$543K 0.11%
1,760
+249
47
$525K 0.1%
6,713
48
$523K 0.1%
8,405
49
$499K 0.1%
1,796
50
$484K 0.09%
3,480
+440
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