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BWA

BlueSky Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.04M
3
+$443K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$354K

Top Sells

1
+$110M
2
+$48.4M
3
+$40.4M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31.4M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$24.6M

Sector Composition

1 Communication Services 4.29%
2 Industrials 2%
3 Technology 1.62%
4 Financials 1.57%
5 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$498K 0.39%
766
27
$496K 0.39%
2,596
-26
28
$479K 0.37%
+2,655
29
$349K 0.27%
4,161
30
$343K 0.27%
2,951
31
$262K 0.21%
1,059
32
$260K 0.2%
677
33
$212K 0.17%
+503
34
$209K 0.16%
+1,708
35
$50.7K 0.04%
18,788
36
– –
-306,691
37
– –
-30,302
38
– –
-3,756
39
– –
-492
40
– –
-2,079
41
– –
-625,833
42
– –
-122,078
43
– –
-4,190
44
– –
-169,317
45
– –
-341,475
46
– –
-157,788
47
– –
-640
48
– –
-493
49
– –
-2,103
50
– –
-53,920
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