BWA

BlueSky Wealth Advisors Portfolio holdings

AUM $758M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.25M
3
+$1.09M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.09M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$857K

Top Sells

1
+$2.34M
2
+$1.37M
3
+$987K
4
BND icon
Vanguard Total Bond Market
BND
+$783K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$780K

Sector Composition

1 Technology 1.68%
2 Communication Services 1.18%
3 Consumer Discretionary 0.85%
4 Financials 0.67%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.1%
2,148
52
$651K 0.09%
8,405
53
$605K 0.09%
768
+2
54
$500K 0.07%
1,178
55
$497K 0.07%
3,584
56
$475K 0.07%
2,812
57
$416K 0.06%
5,056
58
$326K 0.05%
+1,100
59
$324K 0.05%
2,404
+10
60
$323K 0.05%
3,300
61
$318K 0.05%
2,951
62
$301K 0.04%
949
+17
63
$295K 0.04%
3,974
-41
64
$282K 0.04%
4,190
65
$279K 0.04%
493
66
$263K 0.04%
1,023
67
$258K 0.04%
+1,621
68
$215K 0.03%
+419
69
$214K 0.03%
380
70
$36.8K 0.01%
18,788
71
– –
-1,059
72
– –
-9,543
73
– –
-677
74
– –
-1,200
75
– –
-728
1 2
3
4