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
$216M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.09M
3
+$577K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$498K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$393K

Top Sells

1
+$328K
2
+$257K
3
+$208K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$145K
5
IEFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,227
1 2
3