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
$594M
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$51.3M
3
+$42.9M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$28.8M

Top Sells

1
+$209K
2
+$183K
3
+$101K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$64.2K
5
IYR icon
iShares US Real Estate ETF
IYR
+$50.7K

Sector Composition

1 Technology 1.95%
2 Communication Services 1.3%
3 Consumer Discretionary 0.88%
4 Financials 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.78M 0.8%
+57,036
27
$4.68M 0.79%
+8,594
28
$4.64M 0.78%
52,470
+2,903
29
$4.18M 0.7%
7,641
-184
30
$2.92M 0.49%
+30,986
31
$2.49M 0.42%
+13,641
32
$1.96M 0.33%
18,344
-47
33
$1.95M 0.33%
36,441
-1,199
34
$1.79M 0.3%
8,516
+2,521
35
$1.71M 0.29%
14,464
36
$1.57M 0.26%
+5,871
37
$1.48M 0.25%
8,119
+600
38
$1.46M 0.25%
20,090
-273
39
$1.32M 0.22%
12,740
40
$1.31M 0.22%
14,982
-578
41
$1.05M 0.18%
+2,343
42
$1.04M 0.17%
2,553
+2,050
43
$931K 0.16%
2,794
+288
44
$877K 0.15%
+4,336
45
$857K 0.14%
+1,699
46
$784K 0.13%
10,014
-13
47
$686K 0.12%
760
+43
48
$681K 0.11%
+4,248
49
$646K 0.11%
5,850
50
$616K 0.1%
+4,360
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