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
$511M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.15M
3
+$1.48M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.04M

Top Sells

1
+$631K
2
+$312K
3
+$246K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$200K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$171K

Sector Composition

1 Technology 0.88%
2 Financials 0.38%
3 Consumer Staples 0.26%
4 Industrials 0.26%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341K 0.07%
5,070
52
$334K 0.07%
4,190
53
$328K 0.06%
1,826
54
$313K 0.06%
2,812
55
$305K 0.06%
2,394
56
$300K 0.06%
4,927
57
$296K 0.06%
+1,234
58
$264K 0.05%
1,610
59
$260K 0.05%
5,000
60
$259K 0.05%
14,970
61
$237K 0.05%
493
62
$226K 0.04%
4,143
+19
63
$220K 0.04%
2,525
64
$213K 0.04%
1,300
+220
65
– –
-3,169
1 2
3