BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
-5.23%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$515M
AUM Growth
+$515M
(-4.6%)
Cap. Flow
+$78.9M
Cap. Flow
% of AUM
15.33%
Top 10 Holdings %
Top 10 Hldgs %
71.59%
Holding
70
New
2
Increased
24
Reduced
21
Closed
4
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$53.7M |
| 2 |
Schwab US REIT ETF
SCHH
|
$7.77M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$7.69M |
| 4 |
Vanguard Total Bond Market
BND
|
$5.99M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$4.14M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$6.03M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.85M |
| 3 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$2.37M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.37M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.25M |
Sector Composition
| 1 | Technology | 0.82% |
| 2 | Financials | 0.42% |
| 3 | Consumer Staples | 0.29% |
| 4 | Industrials | 0.27% |
| 5 | Communication Services | 0.23% |
