BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+5%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$484M
AUM Growth
+$484M
(+6.9%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
67.78%
Holding
71
New
4
Increased
19
Reduced
28
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.12M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.82M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$938K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$818K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$753K |
Top Sells
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Communication Services | 0.89% |
| 3 | Industrials | 0.44% |
| 4 | Financials | 0.41% |
| 5 | Consumer Staples | 0.28% |
