BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+8.35%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$538M
AUM Growth
+$538M
(+10%)
Cap. Flow
+$9.01M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
67.45%
Holding
72
New
3
Increased
21
Reduced
28
Closed
3
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.79M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.71M |
| 3 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$1.63M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.56M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$1.49M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.96M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.24M |
| 3 |
Energy Transfer Partners
ET
|
$736K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$686K |
| 5 |
Schwab US REIT ETF
SCHH
|
$580K |
Sector Composition
| 1 | Technology | 1.11% |
| 2 | Communication Services | 0.92% |
| 3 | Industrials | 0.49% |
| 4 | Financials | 0.45% |
| 5 | Consumer Staples | 0.25% |
