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
$431M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.32M
3
+$2.21M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.05M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.83M

Top Sells

1
+$1.73M
2
+$1.02M
3
+$1.02M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$942K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$888K

Sector Composition

1 Technology 1.22%
2 Industrials 0.4%
3 Financials 0.37%
4 Consumer Staples 0.25%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$333K 0.08%
1,583
-213
52
$318K 0.07%
+2,811
53
$309K 0.07%
10,189
54
$304K 0.07%
4,038
-230
55
$303K 0.07%
783
+4
56
$299K 0.07%
+2,866
57
$290K 0.07%
5,056
58
$290K 0.07%
2,394
59
$279K 0.06%
1,254
+100
60
$252K 0.06%
498
+66
61
$229K 0.05%
+1,927
62
$213K 0.05%
+772
63
$206K 0.05%
2,355
64
$65K 0.02%
18,788
65
$48K 0.01%
836
66
– –
-20,111
67
– –
-493
68
– –
-4,927
1 2
3