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
$515M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.14M
3
+$2.77M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.53M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.21M

Top Sells

1
+$6.03M
2
+$4.4M
3
+$2.85M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.37M

Sector Composition

1 Technology 0.82%
2 Financials 0.42%
3 Consumer Staples 0.29%
4 Industrials 0.27%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$443K 0.09%
1,990
+70
52
$426K 0.08%
964
-70
53
$390K 0.08%
10,189
54
$375K 0.07%
779
+24
55
$374K 0.07%
5,056
56
$338K 0.07%
1,826
57
$328K 0.06%
2,394
58
$307K 0.06%
1,183
-51
59
$303K 0.06%
+1,860
60
$289K 0.06%
4,190
61
$284K 0.06%
4,927
62
$242K 0.05%
493
63
$237K 0.05%
18,788
64
$220K 0.04%
432
65
$219K 0.04%
1,610
66
$213K 0.04%
11,958
67
– –
-657
68
– –
-2,812
69
– –
-2,525
70
– –
-1,998
1 2
3