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
$443M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.82M
3
+$1.6M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.4M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.1M

Top Sells

1
+$2.6M
2
+$1.23M
3
+$643K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$368K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$248K

Sector Composition

1 Technology 0.66%
2 Financials 0.39%
3 Industrials 0.38%
4 Consumer Staples 0.32%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.07%
2,812
52
$284K 0.06%
1,680
53
$260K 0.06%
+7,360
54
$250K 0.06%
14,970
-1,302
55
$217K 0.05%
1,685
56
$213K 0.05%
+4,124
57
$213K 0.05%
+831
58
$212K 0.05%
2,737
-1,159
59
$203K 0.05%
+1,300
60
– –
-1,263
61
– –
-51,859
1 2
3