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
$640M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.48M
3
+$1.45M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.4M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.19M

Top Sells

1
+$1.42M
2
+$1.12M
3
+$258K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$248K
5
IYR icon
iShares US Real Estate ETF
IYR
+$241K

Sector Composition

1 Technology 1.98%
2 Communication Services 1.31%
3 Consumer Discretionary 0.96%
4 Financials 0.68%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$700K 0.11%
3,186
52
$661K 0.1%
7,481
53
$636K 0.1%
1,583
54
$533K 0.08%
8,405
55
$520K 0.08%
2,148
56
$481K 0.08%
766
57
$445K 0.07%
2,812
58
$368K 0.06%
728
59
$359K 0.06%
5,056
60
$329K 0.05%
2,394
61
$317K 0.05%
2,951
62
$314K 0.05%
4,015
-70
63
$298K 0.05%
3,300
64
$281K 0.04%
493
65
$280K 0.04%
5,793
66
$263K 0.04%
677
67
$244K 0.04%
+603
68
$241K 0.04%
4,190
69
$240K 0.04%
1,059
70
$221K 0.03%
1,100
71
$218K 0.03%
1,200
72
$203K 0.03%
419
73
$200K 0.03%
+380
74
$50.2K 0.01%
18,788
75
– –
-501
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3
4