BWA

BlueSky Wealth Advisors Portfolio holdings

AUM $758M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.17M
3
+$1.08M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.08M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$812K

Top Sells

1
+$1.86M
2
+$1.27M
3
+$977K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$780K
5
BND icon
Vanguard Total Bond Market
BND
+$773K

Sector Composition

1 Technology 1.68%
2 Communication Services 1.18%
3 Consumer Discretionary 0.85%
4 Financials 0.67%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 0.8%
30,962
-101
27
$4.74M 0.69%
51,169
-1,225
28
$4.63M 0.67%
7,486
-820
29
$3.71M 0.54%
19,017
+3,990
30
$3.19M 0.46%
5,138
+4
31
$2.93M 0.42%
30,075
+467
32
$2.15M 0.31%
14,464
33
$1.85M 0.27%
9,035
+451
34
$1.75M 0.25%
29,103
-1,130
35
$1.7M 0.25%
5,583
-285
36
$1.66M 0.24%
15,192
-233
37
$1.38M 0.2%
7,835
38
$1.31M 0.19%
15,752
-192
39
$1.25M 0.18%
1,699
40
$1.24M 0.18%
2,553
41
$1.13M 0.16%
11,740
42
$1.01M 0.15%
10,613
-292
43
$1M 0.15%
3,458
-310
44
$844K 0.12%
2,863
45
$833K 0.12%
3,810
-550
46
$815K 0.12%
1,638
-755
47
$791K 0.11%
760
48
$742K 0.11%
4,199
49
$734K 0.11%
1,890
-52
50
$688K 0.1%
7,481
1
2
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