BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
-0.46%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$645M
AUM Growth
+$645M
(+0.87%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
67.77%
Holding
75
New
1
Increased
24
Reduced
16
Closed
2
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$4.45M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.89M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$1.53M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.08M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$992K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$1.05M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.01M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$499K |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$266K |
| 5 |
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% |
