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
$498M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.12M
3
+$1.11M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.02M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$761K

Top Sells

1
+$3.27M
2
+$1.05M
3
+$581K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$484K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$453K

Sector Composition

1 Technology 1.09%
2 Communication Services 0.93%
3 Industrials 0.48%
4 Financials 0.39%
5 Real Estate 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$458K 0.09%
1,664
52
$362K 0.07%
790
53
$355K 0.07%
3,306
+951
54
$353K 0.07%
5,056
55
$347K 0.07%
2,597
+721
56
$345K 0.07%
3,248
-45
57
$343K 0.07%
10,189
58
$318K 0.06%
2,394
59
$309K 0.06%
+27,395
60
$298K 0.06%
33,000
+17,650
61
$291K 0.06%
632
-136
62
$280K 0.06%
1,059
-95
63
$275K 0.06%
+16,886
64
$269K 0.05%
+6,250
65
$258K 0.05%
2,166
66
$247K 0.05%
+38,774
67
$244K 0.05%
507
68
$240K 0.05%
774
-10
69
$236K 0.05%
493
70
$236K 0.05%
+579
71
$230K 0.05%
+21,000
72
$229K 0.05%
+11,437
73
$229K 0.05%
600
-40
74
$228K 0.05%
4,190
75
$218K 0.04%
11,938
-6,062
1 2
3
4