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
$277M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.52M
3
+$1.48M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$796K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$646K

Top Sells

1
+$1.08M
2
+$358K
3
+$306K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$224K
5
GILD icon
Gilead Sciences
GILD
+$223K

Sector Composition

1 Technology 1.13%
2 Communication Services 0.35%
3 Industrials 0.3%
4 Financials 0.16%
5 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.11%
3,726
-589
52
$299K 0.11%
6,400
53
$266K 0.1%
5,194
+267
54
$263K 0.1%
1,934
+86
55
$245K 0.09%
1,800
56
$210K 0.08%
+1,352
57
$207K 0.07%
+2,260
58
– –
-3,267
59
– –
-17,152
60
– –
-13,131
61
– –
-3,712
1 2
3