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
$204M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.63%
2 Communication Services 0.33%
3 Industrials 0.26%
4 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$302K 0.15%
+1,000