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
$538M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$1.71M
3
+$1.63M
4
BND icon
Vanguard Total Bond Market
BND
+$1.56M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.49M

Top Sells

1
+$5.96M
2
+$1.24M
3
+$736K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$686K
5
SCHH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.09%
766
52
$443K 0.08%
+2,656
53
$429K 0.08%
2,622
+25
54
$385K 0.07%
731
+290
55
$364K 0.07%
5,056
56
$359K 0.07%
4,161
-1,428
57
$326K 0.06%
2,394
58
$295K 0.05%
2,951
-355
59
$273K 0.05%
+640
60
$258K 0.05%
1,059
61
$253K 0.05%
+9,964
62
$250K 0.05%
493
63
$235K 0.04%
4,190
64
$235K 0.04%
677
65
$223K 0.04%
492
-70
66
$219K 0.04%
2,079
67
$218K 0.04%
5,793
-4,396
68
$71K 0.01%
18,788
69
$15.3K ﹤0.01%
836
70
– –
-1,728
71
– –
-706
72
– –
-52,460
1 2
3