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
$645M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.89M
3
+$1.53M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$992K

Top Sells

1
+$1.05M
2
+$1.01M
3
+$499K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$266K
5
IESC icon
IES Holdings
IESC
+$221K

Sector Composition

1 Technology 1.65%
2 Communication Services 1.09%
3 Consumer Discretionary 0.83%
4 Financials 0.72%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 0.75%
31,063
27
$4.75M 0.74%
52,394
-205
28
$4.65M 0.72%
8,306
-60
29
$2.88M 0.45%
5,134
-208
30
$2.82M 0.44%
29,608
-1,077
31
$2.8M 0.43%
15,027
+1,379
32
$2.14M 0.33%
14,464
33
$1.91M 0.3%
8,584
+80
34
$1.63M 0.25%
30,233
-1,014
35
$1.61M 0.25%
15,425
-468
36
$1.61M 0.25%
5,868
+168
37
$1.36M 0.21%
2,553
38
$1.29M 0.2%
11,740
-1,000
39
$1.21M 0.19%
7,835
40
$1.21M 0.19%
15,944
-654
41
$1.04M 0.16%
10,905
-1,386
42
$979K 0.15%
1,699
43
$924K 0.14%
3,768
44
$898K 0.14%
2,393
45
$780K 0.12%
9,543
-224
46
$751K 0.12%
760
47
$725K 0.11%
4,199
48
$712K 0.11%
2,863
-323
49
$640K 0.1%
1,942
50
$636K 0.1%
7,481
1
2
3