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
$489M
AUM Growth
-$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$1.46M
3
+$1.25M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.17M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.04M

Top Sells

1
+$1.61M
2
+$874K
3
+$552K
4
RC
Ready Capital
RC
+$309K
5
PML
PIMCO Municipal Income Fund II
PML
+$298K

Sector Composition

1 Technology 1.11%
2 Communication Services 0.99%
3 Financials 0.46%
4 Industrials 0.45%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 0.78%
8,894
+135
27
$2.67M 0.55%
35,248
+164
28
$2.3M 0.47%
52,960
-2,080
29
$1.85M 0.38%
38,865
-71
30
$1.84M 0.38%
19,538
-20
31
$1.82M 0.37%
20,128
+208
32
$1.62M 0.33%
10,133
-341
33
$1.48M 0.3%
14,464
34
$1.34M 0.27%
20,761
-33
35
$1.3M 0.27%
14,240
36
$1.23M 0.25%
15,796
-66
37
$1.12M 0.23%
5,252
+467
38
$946K 0.19%
7,231
39
$853K 0.17%
1,233
40
$833K 0.17%
4,864
+115
41
$772K 0.16%
2,446
+190
42
$736K 0.15%
+52,460
43
$715K 0.15%
10,375
-252
44
$696K 0.14%
2,549
45
$606K 0.12%
4,396
+197
46
$534K 0.11%
5,850
47
$528K 0.11%
3,639
-37
48
$518K 0.11%
7,481
-855
49
$487K 0.1%
8,405
50
$475K 0.1%
3,248
1
2
3 4