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
$644M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.6M
3
+$2.59M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.54M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.34M

Top Sells

1
+$368K
2
+$333K
3
+$318K
4
BND icon
Vanguard Total Bond Market
BND
+$318K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$251K

Sector Composition

1 Technology 1.84%
2 Communication Services 1.14%
3 Consumer Discretionary 0.78%
4 Financials 0.65%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,800
77
– –
-2,656
1 2 3
4