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
$452M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.39M
3
+$914K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$726K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$616K

Top Sells

1
+$3.62M
2
+$1.13M
3
+$984K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$540K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$525K

Sector Composition

1 Technology 1.14%
2 Industrials 0.43%
3 Financials 0.41%
4 Consumer Staples 0.27%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 0.65%
35,875
-3,562
27
$2.8M 0.62%
21,520
-1,102
28
$2.08M 0.46%
21,974
-1,455
29
$1.93M 0.43%
21,396
-3,574
30
$1.91M 0.42%
40,957
-3,056
31
$1.85M 0.41%
11,663
-1,935
32
$1.48M 0.33%
14,464
33
$1.48M 0.33%
24,004
-579
34
$1.45M 0.32%
17,257
-982
35
$1.23M 0.27%
15,240
36
$919K 0.2%
4,805
-2,826
37
$810K 0.18%
55,450
+440
38
$728K 0.16%
11,091
-325
39
$623K 0.14%
9,241
-1,463
40
$615K 0.14%
1,105
+1
41
$594K 0.13%
2,475
+117
42
$591K 0.13%
4,213
+14
43
$511K 0.11%
6,107
44
$500K 0.11%
5,635
-105
45
$498K 0.11%
2,080
-426
46
$466K 0.1%
8,405
47
$428K 0.09%
6,073
-265
48
$412K 0.09%
1,921
+338
49
$408K 0.09%
838
-52
50
$389K 0.09%
2,904
+38
1
2
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