BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$758M
1-Year Est. Return
14.38%
This Fund
S&P 500
1 Year Est. Return
+14.38%
AUM
$758M
AUM Growth
+$16.8M
(+2.3%)
Holding
82
Top Buys
| 1 | +$4.16M | |
| 2 | +$3.74M | |
| 3 | +$3.02M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.66M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$1.06M |
Top Sells
| 1 | +$8.09M | |
| 2 | +$350K | |
| 3 | +$320K | |
| 4 |
State Street SPDR S&P Semiconductor ETF
XSD
|
+$304K |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$277K |
Sector Composition
| 1 | Technology | 1.84% |
| 2 | Communication Services | 1.67% |
| 3 | Consumer Discretionary | 0.88% |
| 4 | Financials | 0.69% |
| 5 | Industrials | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Becton Dickinson
BDX
$50.2B
| $206K | 0.03% |
+1,059
|
|
||
77
Analog Devices
ADI
$174B
| $203K | 0.03% |
+750
|
|
||
78
8x8 Inc
EGHT
$298M
| $37K | ﹤0.01% |
18,788
|
|
||
79
Home Depot
HD
$379B
| – | – |
-659
|
|
||
|
80
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
| – | – |
-5,139
|
|
||
81
State Street Technology Select Sector SPDR ETF
XLK
$87.5B
| – | – |
-1,560
|
|
||
|
82
State Street SPDR S&P Semiconductor ETF
XSD
$1.76B
| – | – |
-954
|
|