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
$414M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.1M
3
+$1.48M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$982K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$764K

Top Sells

1
+$739K
2
+$364K
3
+$284K
4
VV icon
Vanguard Large-Cap ETF
VV
+$258K
5
CSCO icon
Cisco
CSCO
+$240K

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 Change
in Stake 		Capital Flow
51
– –
-4,528
1 2
3