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
$383M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.48M
3
+$977K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$847K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$752K

Top Sells

1
+$1.13M
2
+$505K
3
+$417K
4
VV icon
Vanguard Large-Cap ETF
VV
+$262K
5
VB icon
Vanguard Small-Cap ETF
VB
+$233K

Sector Composition

1 Technology 0.85%
2 Communication Services 0.52%
3 Consumer Staples 0.46%
4 Industrials 0.37%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.05%
1,685
-144
52
– –
-19,532
53
– –
-1,019
1 2
3