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
$644M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.6M
3
+$2.59M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.54M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.34M

Top Sells

1
+$368K
2
+$333K
3
+$318K
4
BND icon
Vanguard Total Bond Market
BND
+$318K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$251K

Sector Composition

1 Technology 1.84%
2 Communication Services 1.14%
3 Consumer Discretionary 0.78%
4 Financials 0.65%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 0.75%
8,454
-140
27
$4.82M 0.75%
51,476
-994
28
$4.77M 0.74%
25,620
-165
29
$4.17M 0.65%
7,237
-404
30
$2.99M 0.46%
30,556
-430
31
$2.74M 0.43%
13,649
+8
32
$2.1M 0.33%
17,955
-389
33
$2.07M 0.32%
36,000
-441
34
$2M 0.31%
8,577
+61
35
$1.97M 0.31%
14,464
36
$1.61M 0.25%
5,700
-171
37
$1.53M 0.24%
19,577
-513
38
$1.52M 0.24%
14,877
-105
39
$1.33M 0.21%
12,740
40
$1.32M 0.21%
7,985
-134
41
$1.18M 0.18%
2,553
42
$1M 0.16%
2,332
-11
43
$973K 0.15%
1,699
44
$813K 0.13%
9,725
-289
45
$795K 0.12%
3,768
-568
46
$789K 0.12%
760
47
$760K 0.12%
1,942
-852
48
$743K 0.12%
4,360
49
$733K 0.11%
4,199
-49
50
$704K 0.11%
3,186
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