BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
-1.77%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$204M
AUM Growth
–
Cap. Flow
+$204M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.59%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$36.1M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$18.5M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$12.9M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$12.5M |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$10.7M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
| $302K | 0.15% |
+1,000
| New | +$302K |
|