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
$281M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$867K
3
+$857K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$690K
5
SNAP icon
Snap
SNAP
+$622K

Top Sells

1
+$1.37M
2
+$681K
3
+$656K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$505K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$377K

Sector Composition

1 Technology 0.99%
2 Communication Services 0.54%
3 Industrials 0.3%
4 Financials 0.16%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$391K 0.14%
2,517
+1,165
52
$373K 0.13%
31,698
-4,344
53
$341K 0.12%
962
-4
54
$330K 0.12%
6,022
-25
55
$289K 0.1%
3,482
-244
56
$286K 0.1%
5,615
-785
57
$251K 0.09%
4,927
-267
58
$245K 0.09%
1,800
59
$241K 0.09%
1,829
-105
60
$214K 0.08%
2,260
61
$206K 0.07%
+4,891
62
– –
-14,696
1 2
3