BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+1.58%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+3.3%)
Cap. Flow
+$3.53M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
65.39%
Holding
51
New
–
Increased
20
Reduced
23
Closed
1
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.17M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.09M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$577K |
| 4 |
Schwab US REIT ETF
SCHH
|
$498K |
| 5 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$393K |
Top Sells
| 1 |
GIMO
Gigamon Inc.
GIMO
|
$328K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$257K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$208K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$145K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$137K |
Sector Composition
| 1 | Technology | 1.15% |
| 2 | Communication Services | 0.3% |
| 3 | Industrials | 0.23% |
| 4 | Healthcare | 0.11% |