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
$451M
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$5.1M
3
+$5.02M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.56M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.92M

Top Sells

1
+$10.9M
2
+$5.86M
3
+$5.67M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.23M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.61M

Sector Composition

1 Technology 0.61%
2 Financials 0.38%
3 Industrials 0.38%
4 Consumer Staples 0.31%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.08%
4,268
52
$364K 0.08%
3,340
-140
53
$356K 0.08%
1,990
54
$321K 0.07%
5,056
55
$320K 0.07%
10,189
56
$307K 0.07%
2,394
57
$300K 0.07%
779
58
$284K 0.06%
1,154
-29
59
$246K 0.05%
4,927
60
$222K 0.05%
432
61
$204K 0.05%
493
62
$202K 0.04%
+2,355
63
$97K 0.02%
18,788
64
$41K 0.01%
+836
65
– –
-1,860
66
– –
-4,190
67
– –
-1,610
68
– –
-11,958
69
– –
-1,826
1 2
3