BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+9.76%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$414M
AUM Growth
+$414M
(+8.1%)
Cap. Flow
+$8.54M
Cap. Flow
% of AUM
2.06%
Top 10 Holdings %
Top 10 Hldgs %
80.27%
Holding
51
New
–
Increased
16
Reduced
18
Closed
2
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.58M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.1M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$1.48M |
| 4 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$982K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$764K |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$739K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$284K |
| 3 |
Vanguard Large-Cap ETF
VV
|
$258K |
| 4 |
Cisco
CSCO
|
$240K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$229K |
Sector Composition
| 1 | Communication Services | 0.78% |
| 2 | Technology | 0.72% |
| 3 | Industrials | 0.39% |
| 4 | Consumer Staples | 0.34% |
| 5 | Financials | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Coca-Cola
KO
$295B
| – | – |
-4,528
| Closed | -$227K |
|