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
$290M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.22M
3
+$1.32M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.01M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$838K

Top Sells

1
+$980K
2
+$448K
3
+$341K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$258K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$251K

Sector Composition

1 Technology 0.88%
2 Communication Services 0.61%
3 Consumer Staples 0.55%
4 Industrials 0.27%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$375K 0.13%
18,788
52
$341K 0.12%
999
+37
53
$282K 0.1%
6,022
54
$282K 0.1%
1,918
-599
55
$280K 0.1%
5,197
-418
56
$280K 0.1%
+6,128
57
$276K 0.1%
3,263
-219
58
$244K 0.08%
1,829
59
$242K 0.08%
4,927
60
$215K 0.07%
1,800
61
$204K 0.07%
+4,151
62
– –
-2,260
63
– –
-4,891
64
– –
-9,117
1 2
3