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BWA

BlueSky Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.7M
3
+$3.73M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.4M

Top Sells

1
+$23.3M
2
+$10.5M
3
+$6.53M
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$4.76M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$4.37M

Sector Composition

1 Technology 0.75%
2 Consumer Staples 0.49%
3 Communication Services 0.47%
4 Industrials 0.26%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.07%
4,927
52
– –
-5,632
53
– –
-2,980
54
– –
-119,373
55
– –
-1,858
56
– –
-17,756
57
– –
-7,314
58
– –
-9,876
59
– –
-1,898
60
– –
-353,797
61
– –
-236,874
62
– –
-67,347
1 2
3