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
$452M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.39M
3
+$914K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$726K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$616K

Top Sells

1
+$3.62M
2
+$1.13M
3
+$984K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$540K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$525K

Sector Composition

1 Technology 1.14%
2 Industrials 0.43%
3 Financials 0.41%
4 Consumer Staples 0.27%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.08%
4,019
52
$348K 0.08%
10,189
53
$325K 0.07%
5,056
54
$325K 0.07%
2,394
55
$319K 0.07%
1,255
+1
56
$309K 0.07%
795
+12
57
$283K 0.06%
3,293
-745
58
$269K 0.06%
507
+9
59
$261K 0.06%
1,855
-72
60
$260K 0.06%
2,355
61
$248K 0.05%
784
+12
62
$232K 0.05%
2,761
-50
63
$222K 0.05%
+680
64
$218K 0.05%
+493
65
$210K 0.05%
+4,190
66
$81.2K 0.02%
18,788
67
$36.1K 0.01%
836
68
– –
-8,733
1 2
3