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

Top Buys

1 +$1.43M
2 +$1.03M
3 +$715K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$686K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$634K

Top Sells

1 +$969K
2 +$746K
3 +$713K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$558K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$475K

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