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
$242M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.11M
3
+$1.06M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$690K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$461K

Top Sells

1
+$256K
2
+$232K
3
+$226K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$217K
5
WDAY icon
Workday
WDAY
+$206K

Sector Composition

1 Technology 1.2%
2 Communication Services 0.42%
3 Industrials 0.32%
4 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.1%
3,368
-48
52
$219K 0.09%
1,436
53
$203K 0.08%
+3,466
54
– –
-1,955
55
– –
-5,373
1 2
3