BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+3.7%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(-76%)
Cap. Flow
-$414M
Cap. Flow
% of AUM
-324.22%
Top 10 Holdings %
Top 10 Hldgs %
84.2%
Holding
72
New
3
Increased
9
Reduced
11
Closed
37
Top Buys
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$1.19M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.04M |
| 3 |
Amazon
AMZN
|
$479K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$413K |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$360K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$110M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$48.4M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$40.4M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$31.4M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$24.6M |
Sector Composition
| 1 | Communication Services | 4.29% |
| 2 | Industrials | 2% |
| 3 | Technology | 1.62% |
| 4 | Financials | 1.57% |
| 5 | Consumer Staples | 1.04% |
