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
$540M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$10.8M
3
+$3.17M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.23M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.16M

Top Sells

1
+$30.6M
2
+$4.25M
3
+$2.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.7M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.3M

Sector Composition

1 Technology 0.87%
2 Financials 0.42%
3 Consumer Staples 0.31%
4 Industrials 0.26%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$397K 0.07%
1,920
52
$394K 0.07%
5,056
53
$377K 0.07%
+1,998
54
$373K 0.07%
1,826
55
$367K 0.07%
1,034
-17
56
$337K 0.06%
2,394
57
$333K 0.06%
4,190
58
$315K 0.06%
18,788
59
$303K 0.06%
1,234
60
$302K 0.06%
4,927
61
$290K 0.05%
+1,624
62
$263K 0.05%
2,812
63
$255K 0.05%
1,610
64
$255K 0.05%
493
65
$228K 0.04%
+657
66
$225K 0.04%
11,958
-3,012
67
$220K 0.04%
2,525
68
$217K 0.04%
+432
69
– –
-1,300
70
– –
-4,143
71
– –
-42,647
72
– –
-5,000
73
– –
-5,070
1 2
3