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
$232M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.54M
3
+$1.4M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$886K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$879K

Top Sells

1
+$202K
2
+$141K
3
+$61.6K
4
DLB icon
Dolby
DLB
+$57.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53.3K

Sector Composition

1 Technology 1.33%
2 Communication Services 0.43%
3 Industrials 0.23%
4 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$277K 0.12%
3,416
52
$226K 0.1%
+5,373
53
$213K 0.09%
+1,436
54
$206K 0.09%
+1,955
1 2
3