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
$209M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$1.04M
3 +$735K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$683K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$633K

Top Sells

1 +$971K
2 +$767K
3 +$720K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$566K
5
AAPL icon
Apple
AAPL
+$503K

Sector Composition

1 Technology 1.4%
2 Communication Services 0.34%
3 Industrials 0.27%
4 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$232K 0.11%
3,416
-1,471