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
$306M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.19M
3
+$590K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$440K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$419K

Top Sells

1
+$1.08M
2
+$333K
3
+$303K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$204K
5
VV icon
Vanguard Large-Cap ETF
VV
+$191K

Sector Composition

1 Technology 0.9%
2 Communication Services 0.76%
3 Consumer Staples 0.49%
4 Industrials 0.3%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.12%
27,324
-6,150
52
$314K 0.1%
1,898
-20
53
$277K 0.09%
4,997
-200
54
$274K 0.09%
3,263
55
$267K 0.09%
4,927
56
$265K 0.09%
1,800
57
$264K 0.09%
5,632
-496
58
$258K 0.08%
5,445
-577
59
$243K 0.08%
1,858
+29
60
$234K 0.08%
+2,460
61
$208K 0.07%
+2,980
62
– –
-4,151
63
– –
-50,997
1 2
3