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
$262M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$817K
3
+$667K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$620K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$596K

Top Sells

1
+$1.08M
2
+$631K
3
+$463K
4
SPLK
Splunk Inc
SPLK
+$449K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$361K

Sector Composition

1 Technology 1.21%
2 Communication Services 0.62%
3 Industrials 0.2%
4 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$272K 0.1%
11,225
+1,791
52
$257K 0.1%
+7,540
53
$238K 0.09%
1,451
+15
54
$237K 0.09%
1,955
55
$231K 0.09%
3,267
56
– –
-4,909
1 2
3