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
$640M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.48M
3
+$1.45M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.4M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.19M

Top Sells

1
+$1.42M
2
+$1.12M
3
+$258K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$248K
5
IYR icon
iShares US Real Estate ETF
IYR
+$241K

Sector Composition

1 Technology 1.98%
2 Communication Services 1.31%
3 Consumer Discretionary 0.96%
4 Financials 0.68%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.31M 0.83%
59,656
+4,501
27
$4.9M 0.77%
8,366
-88
28
$4.68M 0.73%
52,599
+1,123
29
$3.14M 0.49%
5,342
-1,895
30
$2.93M 0.46%
30,685
+129
31
$2.7M 0.42%
13,648
-1
32
$2.13M 0.33%
8,504
-73
33
$2.08M 0.32%
14,464
34
$1.83M 0.29%
15,893
-2,062
35
$1.65M 0.26%
5,700
36
$1.63M 0.26%
31,247
-4,753
37
$1.48M 0.23%
7,835
-150
38
$1.33M 0.21%
12,740
39
$1.17M 0.18%
16,598
-2,979
40
$1.16M 0.18%
2,553
41
$1.14M 0.18%
12,291
-2,586
42
$1.01M 0.16%
2,393
+61
43
$995K 0.16%
1,699
44
$903K 0.14%
3,768
45
$801K 0.13%
760
46
$741K 0.12%
5,850
47
$739K 0.12%
9,767
+42
48
$727K 0.11%
4,360
49
$711K 0.11%
4,199
50
$704K 0.11%
1,942
1
2
3 4