BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$742M
1-Year Est. Return
10.46%
1 Year Est. Return
+10.46%
AUM
$742M
AUM Growth
+$53.2M
(+7.7%)
Holding
80
Top Buys
| 1 | +$8.15M | |
| 2 | +$2.76M | |
| 3 | +$2.21M | |
| 4 |
Schwab US REIT ETF
SCHH
|
+$1.4M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$1.1M |
Top Sells
| 1 | +$1.83M | |
| 2 | +$775K | |
| 3 | +$593K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$580K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$459K |
Sector Composition
| 1 | Technology | 2.98% |
| 2 | Communication Services | 1.41% |
| 3 | Consumer Discretionary | 0.9% |
| 4 | Financials | 0.7% |
| 5 | Industrials | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$635B
| $236K | 0.03% |
+690
|
|
||
77
State Street Technology Select Sector SPDR ETF
XLK
$93B
| $220K | 0.03% |
+1,560
|
|
||
78
McDonald's
MCD
$219B
| $218K | 0.03% |
+717
|
|
||
79
Mastercard
MA
$491B
| $216K | 0.03% |
380
|
|
||
80
8x8 Inc
EGHT
$252M
| $39.8K | 0.01% |
18,788
|
|