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
$431M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.32M
3
+$2.21M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.05M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.83M

Top Sells

1
+$1.73M
2
+$1.02M
3
+$1.02M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$942K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$888K

Sector Composition

1 Technology 1.22%
2 Industrials 0.4%
3 Financials 0.37%
4 Consumer Staples 0.25%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 0.73%
39,437
+1,816
27
$3.13M 0.73%
22,622
+17,088
28
$2.19M 0.51%
24,970
+2,719
29
$2.04M 0.47%
23,429
-1,167
30
$1.95M 0.45%
13,598
+5,285
31
$1.89M 0.44%
44,013
-6,867
32
$1.49M 0.34%
18,239
-1,924
33
$1.37M 0.32%
7,631
-5,661
34
$1.3M 0.3%
14,464
35
$1.29M 0.3%
24,583
-2,305
36
$1.09M 0.25%
15,240
37
$668K 0.16%
55,010
+3,120
38
$665K 0.15%
10,704
+2,368
39
$639K 0.15%
11,416
+33
40
$552K 0.13%
5,740
+960
41
$549K 0.13%
2,358
+668
42
$540K 0.13%
1,104
+5
43
$518K 0.12%
4,199
44
$505K 0.12%
8,733
+970
45
$479K 0.11%
6,107
46
$413K 0.1%
6,338
-375
47
$411K 0.1%
2,506
+516
48
$388K 0.09%
8,405
49
$384K 0.09%
4,019
+679
50
$344K 0.08%
890
-4
1
2
3