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
$484M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.82M
3
+$938K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$818K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$753K

Top Sells

1
+$479K
2
+$359K
3
+$340K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$278K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$191K

Sector Composition

1 Technology 1.45%
2 Communication Services 0.89%
3 Industrials 0.44%
4 Financials 0.41%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$363K 0.08%
768
-70
52
$352K 0.07%
790
-5
53
$343K 0.07%
5,056
54
$328K 0.07%
10,189
55
$316K 0.07%
3,293
56
$315K 0.07%
3,048
+287
57
$310K 0.06%
2,394
58
$289K 0.06%
+18,000
59
$286K 0.06%
1,154
-101
60
$258K 0.05%
2,355
61
$246K 0.05%
1,876
+21
62
$240K 0.05%
507
63
$231K 0.05%
784
64
$227K 0.05%
640
-40
65
$226K 0.05%
493
66
$224K 0.05%
4,190
67
$201K 0.04%
+2,166
68
$144K 0.03%
+15,350
69
$82.8K 0.02%
+12,000
70
$78.3K 0.02%
18,788
71
$38.1K 0.01%
836
1 2
3