BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+3.32%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+2.8%)
Cap. Flow
+$1.49M
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
64.64%
Holding
51
New
–
Increased
13
Reduced
33
Closed
–
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$971K |
| 2 |
Schwab International Equity ETF
SCHF
|
$767K |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$720K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$566K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Gilead Sciences
GILD
$140B
| $232K | 0.11% |
3,416
-1,471
| -30% | -$99.9K |
|