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
$451M
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$5.1M
3
+$5.02M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.56M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.92M

Top Sells

1
+$10.9M
2
+$5.86M
3
+$5.67M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.23M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.61M

Sector Composition

1 Technology 0.61%
2 Financials 0.38%
3 Industrials 0.38%
4 Consumer Staples 0.31%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 0.76%
37,621
+9,526
27
$2.51M 0.56%
13,292
+4,869
28
$2.5M 0.55%
50,880
-4,102
29
$2.27M 0.5%
24,596
-2,336
30
$2.02M 0.45%
22,251
+13,807
31
$1.85M 0.41%
20,163
-4,470
32
$1.72M 0.38%
14,464
33
$1.58M 0.35%
26,888
-2,559
34
$1.41M 0.31%
15,240
35
$1.25M 0.28%
8,313
-875
36
$942K 0.21%
20,111
-19,436
37
$787K 0.17%
51,890
38
$757K 0.17%
5,534
-423
39
$711K 0.16%
11,383
-3,895
40
$554K 0.12%
4,199
41
$539K 0.12%
8,336
42
$523K 0.12%
4,780
-240
43
$499K 0.11%
+1,099
44
$484K 0.11%
6,107
45
$480K 0.11%
6,713
46
$468K 0.1%
7,763
47
$444K 0.1%
8,405
48
$434K 0.1%
1,690
-70
49
$393K 0.09%
1,796
50
$384K 0.09%
894
-70
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