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
$271M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$14.1M
3
+$3.14M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.54M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.41M

Top Sells

1
+$21.9M
2
+$10.5M
3
+$5.74M
4
SCHV icon
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
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-2,980
53
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-119,373
54
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-1,858
55
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-17,756
56
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-7,314
57
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-9,876
58
– –
-1,898
59
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-353,797
60
– –
-236,874
61
– –
-67,347
62
– –
-5,632
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3