BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$777M
1-Year Est. Return
14.4%
This Fund
S&P 500
1 Year Est. Return
+14.4%
AUM
$777M
AUM Growth
+$18.2M
(+2.4%)
Holding
118
Top Buys
| 1 | +$46.8M | |
| 2 | +$36.8M | |
| 3 | +$20.7M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$20.3M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$19.1M |
Top Sells
| 1 | +$50.9M | |
| 2 | +$35.7M | |
| 3 | +$30.3M | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$29M |
| 5 |
Schwab US REIT ETF
SCHH
|
+$20M |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Communication Services | 1.56% |
| 3 | Consumer Discretionary | 0.92% |
| 4 | Financials | 0.77% |
| 5 | Industrials | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
PG&E
PCG
$37.8B
| $247K | 0.03% |
+14,077
|
|
||
102
Regeneron Pharmaceuticals
REGN
$79.3B
| $247K | 0.03% |
+320
|
|
||
103
Aon
AON
$72B
| $247K | 0.03% |
+765
|
|
||
104
Analog Devices
ADI
$176B
| $239K | 0.03% |
750
|
|
||
105
FNB Corp
FNB
$6.28B
| $235K | 0.03% |
+14,071
|
|
||
106
Dolby
DLB
$6.21B
| $232K | 0.03% |
3,859
|
|
||
107
S&P Global
SPGI
$130B
| $225K | 0.03% |
+528
|
|
||
108
McDonald's
MCD
$221B
| $223K | 0.03% |
718
+1
|
|
||
109
Visa
V
$609B
| $217K | 0.03% |
719
+29
|
|
||
110
TJX Companies
TJX
$177B
| $215K | 0.03% |
+1,345
|
|
||
111
Airbnb
ABNB
$84.7B
| $214K | 0.03% |
+1,693
|
|
||
112
State Street Technology Select Sector SPDR ETF
XLK
$98.3B
| $207K | 0.03% |
+1,561
|
|
||
113
Synopsys
SNPS
$86.9B
| $206K | 0.03% |
519
|
|
||
114
iShares Russell 2000 ETF
IWM
$76.6B
| $204K | 0.03% |
+823
|
|
||
115
8x8 Inc
EGHT
$280M
| $32.3K | ﹤0.01% |
19,450
+662
|
|
||
116
Mastercard
MA
$466B
| – | – |
-380
|
|
||
117
iShares US Real Estate ETF
IYR
$4.44B
| – | – |
-9,869
|
|
||
118
Becton Dickinson
BDX
$45.1B
| – | – |
-1,059
|
|