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
$644M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.6M
3
+$2.59M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.54M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.34M

Top Sells

1
+$368K
2
+$333K
3
+$318K
4
BND icon
Vanguard Total Bond Market
BND
+$318K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$251K

Sector Composition

1 Technology 1.84%
2 Communication Services 1.14%
3 Consumer Discretionary 0.78%
4 Financials 0.65%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$686K 0.11%
5,850
52
$659K 0.1%
7,481
53
$598K 0.09%
8,405
54
$594K 0.09%
1,583
-81
55
$522K 0.08%
2,148
56
$476K 0.07%
766
57
$426K 0.07%
728
58
$396K 0.06%
5,056
59
$369K 0.06%
2,394
60
$357K 0.06%
2,812
61
$346K 0.05%
2,951
62
$313K 0.05%
4,085
-76
63
$281K 0.04%
493
64
$274K 0.04%
677
65
$266K 0.04%
3,300
66
$264K 0.04%
4,190
67
$263K 0.04%
5,793
68
$258K 0.04%
940
-76
69
$255K 0.04%
1,059
70
$239K 0.04%
501
-40
71
$220K 0.03%
+1,100
72
$212K 0.03%
419
73
$205K 0.03%
1,200
74
$38.3K 0.01%
18,788
75
$5.81K ﹤0.01%
836
1 2
3
4