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
$594M
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$126M
2 +$51.3M
3 +$42.9M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$28.8M

Sector Composition

1 Technology 1.95%
2 Communication Services 1.3%
3 Consumer Discretionary 0.88%
4 Financials 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$6.54K ﹤0.01%
+836
77
-1,708