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
$498M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.12M
3
+$1.11M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.02M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$761K

Top Sells

1
+$3.27M
2
+$1.05M
3
+$581K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$484K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$453K

Sector Composition

1 Technology 1.09%
2 Communication Services 0.93%
3 Industrials 0.48%
4 Financials 0.39%
5 Real Estate 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.04%
1,628
-1,420
77
$178K 0.04%
+19,250
78
$79.5K 0.02%
18,788
79
$29.3K 0.01%
836
80
– –
-12,000
1 2 3
4