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
$261M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.66M
3
+$2.77M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.69M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.45M

Top Sells

1
+$218K
2
+$203K
3
+$128K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$127K
5
IYR icon
iShares US Real Estate ETF
IYR
+$118K

Sector Composition

1 Technology 1.21%
2 Communication Services 0.37%
3 Industrials 0.21%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.1%
+1,955
52
$246K 0.09%
3,267
-101
53
$218K 0.08%
1,436
54
– –
-3,466
1 2
3