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
$510M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.64M
3
+$5.74M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.97M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.85M

Top Sells

1
+$376K
2
+$242K
3
+$231K
4
IBM icon
IBM
IBM
+$217K
5
VB icon
Vanguard Small-Cap ETF
VB
+$141K

Sector Composition

1 Technology 0.87%
2 Financials 0.39%
3 Industrials 0.3%
4 Consumer Staples 0.28%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$349K 0.07%
5,070
52
$340K 0.07%
2,812
53
$334K 0.07%
4,190
54
$333K 0.07%
1,826
55
$312K 0.06%
4,927
56
$308K 0.06%
2,394
-275
57
$264K 0.05%
14,970
58
$264K 0.05%
+5,000
59
$251K 0.05%
1,610
+310
60
$243K 0.05%
493
-469
61
$222K 0.04%
4,124
62
$222K 0.04%
+2,525
63
$201K 0.04%
1,080
-600
64
$200K 0.04%
+3,169
65
– –
-3,422
66
– –
-1,685
1 2
3