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
$594M
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$51.3M
3
+$42.9M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$28.8M

Top Sells

1
+$209K
2
+$183K
3
+$101K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$64.2K
5
IYR icon
iShares US Real Estate ETF
IYR
+$50.7K

Sector Composition

1 Technology 1.95%
2 Communication Services 1.3%
3 Consumer Discretionary 0.88%
4 Financials 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.1%
7,481
52
$607K 0.1%
1,664
53
$561K 0.09%
+8,405
54
$551K 0.09%
3,186
+590
55
$503K 0.08%
766
56
$462K 0.08%
+2,148
57
$375K 0.06%
+5,056
58
$371K 0.06%
+728
59
$368K 0.06%
2,656
60
$349K 0.06%
+2,394
61
$340K 0.06%
2,951
62
$330K 0.06%
4,161
63
$305K 0.05%
+2,812
64
$267K 0.04%
+1,016
65
$264K 0.04%
+493
66
$251K 0.04%
+6,800
67
$249K 0.04%
+419
68
$247K 0.04%
1,059
69
$246K 0.04%
+4,190
70
$238K 0.04%
+5,793
71
$237K 0.04%
+541
72
$233K 0.04%
677
73
$223K 0.04%
+3,300
74
$203K 0.03%
+1,200
75
$41.7K 0.01%
18,788
1 2
3
4