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
$350M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19M
3
+$10.9M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.83M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.66M

Top Sells

1
+$10.4M
2
+$9.38M
3
+$4.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.1M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.75M

Sector Composition

1 Technology 0.91%
2 Communication Services 0.52%
3 Consumer Staples 0.43%
4 Industrials 0.38%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$203K 0.06%
4,549
-198
52
– –
-2,795
53
– –
-30,296
54
– –
-155,081
55
– –
-23,844
56
– –
-71,741
57
– –
-119,841
58
– –
-184,106
1 2
3