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
$538M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$1.71M
3
+$1.63M
4
BND icon
Vanguard Total Bond Market
BND
+$1.56M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.49M

Top Sells

1
+$5.96M
2
+$1.24M
3
+$736K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$686K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$580K

Sector Composition

1 Technology 1.11%
2 Communication Services 0.92%
3 Industrials 0.49%
4 Financials 0.45%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 0.74%
28,102
-1,428
27
$3.83M 0.71%
8,024
-870
28
$2.87M 0.53%
30,302
+10,174
29
$2.67M 0.5%
53,920
+960
30
$2.27M 0.42%
12,626
+2,493
31
$2.03M 0.38%
18,773
-765
32
$1.92M 0.36%
37,932
-933
33
$1.5M 0.28%
14,464
34
$1.44M 0.27%
20,492
-269
35
$1.42M 0.26%
15,572
-224
36
$1.35M 0.25%
14,240
37
$1.15M 0.21%
4,858
-394
38
$1M 0.19%
7,169
-62
39
$914K 0.17%
1,103
-130
40
$795K 0.15%
4,130
-734
41
$791K 0.15%
2,103
-343
42
$755K 0.14%
10,024
-351
43
$714K 0.13%
2,415
-134
44
$639K 0.12%
3,756
+117
45
$628K 0.12%
4,199
-197
46
$611K 0.11%
5,850
47
$581K 0.11%
7,481
48
$542K 0.1%
8,405
49
$504K 0.09%
1,664
50
$494K 0.09%
3,240
-8
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