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
$498M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.12M
3
+$1.11M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.02M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$761K

Top Sells

1
+$3.27M
2
+$1.05M
3
+$581K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$484K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$453K

Sector Composition

1 Technology 1.09%
2 Communication Services 0.93%
3 Industrials 0.48%
4 Financials 0.39%
5 Real Estate 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 0.75%
31,059
-1,647
27
$2.93M 0.59%
35,084
-1,194
28
$2.33M 0.47%
55,040
-410
29
$1.95M 0.39%
19,558
-1,764
30
$1.92M 0.39%
38,936
+10
31
$1.83M 0.37%
19,920
-1,290
32
$1.73M 0.35%
10,474
-582
33
$1.43M 0.29%
14,240
-1,000
34
$1.41M 0.28%
14,464
35
$1.4M 0.28%
20,794
-1,641
36
$1.37M 0.28%
15,862
-930
37
$1.05M 0.21%
4,785
-20
38
$972K 0.2%
1,233
+128
39
$921K 0.19%
4,749
-16,871
40
$866K 0.17%
7,231
-1,248
41
$770K 0.15%
10,627
-39
42
$768K 0.15%
2,256
-161
43
$627K 0.13%
2,549
+477
44
$609K 0.12%
8,336
45
$597K 0.12%
4,199
46
$565K 0.11%
5,850
-257
47
$552K 0.11%
+59,000
48
$535K 0.11%
3,676
+735
49
$519K 0.1%
8,405
50
$508K 0.1%
6,073
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