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
$484M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.82M
3
+$938K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$818K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$753K

Top Sells

1
+$479K
2
+$359K
3
+$340K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$278K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$191K

Sector Composition

1 Technology 1.45%
2 Communication Services 0.89%
3 Industrials 0.44%
4 Financials 0.41%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 0.74%
21,620
+100
27
$3.4M 0.7%
32,706
+27,071
28
$3.01M 0.62%
36,278
+403
29
$2.06M 0.43%
21,322
-652
30
$1.97M 0.41%
21,210
-186
31
$1.9M 0.39%
38,926
-2,031
32
$1.76M 0.36%
11,056
-607
33
$1.62M 0.34%
14,464
34
$1.54M 0.32%
55,450
35
$1.5M 0.31%
22,435
-1,569
36
$1.43M 0.29%
16,792
-465
37
$1.35M 0.28%
15,240
38
$981K 0.2%
4,805
39
$880K 0.18%
8,479
+4,460
40
$763K 0.16%
10,666
-425
41
$761K 0.16%
1,105
42
$697K 0.14%
2,417
-58
43
$583K 0.12%
8,336
-905
44
$580K 0.12%
4,199
-14
45
$556K 0.12%
6,107
46
$519K 0.11%
6,073
47
$512K 0.11%
8,405
48
$474K 0.1%
2,072
-8
49
$407K 0.08%
1,664
-257
50
$383K 0.08%
2,941
+37
1
2
3