BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
-11.35%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$451M
AUM Growth
+$451M
(-12%)
Cap. Flow
-$4.01M
Cap. Flow
% of AUM
-0.89%
Top 10 Holdings %
Top 10 Hldgs %
67.66%
Holding
69
New
3
Increased
14
Reduced
26
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$10.9M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$5.86M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$5.67M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.23M |
| 5 |
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% |
