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
$645M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.89M
3
+$1.53M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$992K

Top Sells

1
+$1.05M
2
+$1.01M
3
+$499K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$266K
5
IESC icon
IES Holdings
IESC
+$221K

Sector Composition

1 Technology 1.65%
2 Communication Services 1.09%
3 Consumer Discretionary 0.83%
4 Financials 0.72%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$619K 0.1%
2,148
52
$610K 0.09%
4,360
53
$590K 0.09%
8,405
54
$470K 0.07%
766
55
$425K 0.07%
1,178
-405
56
$421K 0.07%
3,584
-2,266
57
$398K 0.06%
2,812
58
$381K 0.06%
728
59
$366K 0.06%
5,056
60
$351K 0.05%
2,951
61
$350K 0.05%
2,394
62
$322K 0.05%
4,015
63
$290K 0.04%
3,300
64
$289K 0.04%
5,793
65
$263K 0.04%
493
66
$254K 0.04%
4,190
67
$248K 0.04%
677
68
$243K 0.04%
1,059
69
$242K 0.04%
932
+329
70
$208K 0.03%
380
71
$205K 0.03%
1,200
72
$205K 0.03%
+1,023
73
$37.6K 0.01%
18,788
74
– –
-1,100
75
– –
-419
1 2
3