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
$640M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.48M
3
+$1.45M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.4M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.19M

Top Sells

1
+$1.42M
2
+$1.12M
3
+$258K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$248K
5
IYR icon
iShares US Real Estate ETF
IYR
+$241K

Sector Composition

1 Technology 1.98%
2 Communication Services 1.31%
3 Consumer Discretionary 0.96%
4 Financials 0.68%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-940
77
– –
-836
1 2 3
4