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
$264M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$923K
3
+$632K
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$477K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$472K

Top Sells

1
+$578K
2
+$347K
3
+$301K
4
PHG icon
Philips
PHG
+$257K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$238K

Sector Composition

1 Technology 1.27%
2 Communication Services 0.4%
3 Industrials 0.24%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.1%
1,955
52
$250K 0.09%
3,267
53
$234K 0.09%
1,456
+5
54
– –
-44,159
55
– –
-7,540
1 2
3