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
$489M
AUM Growth
-$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$1.46M
3
+$1.25M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.17M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.04M

Top Sells

1
+$1.61M
2
+$874K
3
+$552K
4
RC
Ready Capital
RC
+$309K
5
PML
PIMCO Municipal Income Fund II
PML
+$298K

Sector Composition

1 Technology 1.11%
2 Communication Services 0.99%
3 Financials 0.46%
4 Industrials 0.45%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-33,000
77
– –
-27,395
78
– –
-59,000
79
– –
-38,774
80
– –
-579
81
– –
-6,250
1 2 3
4