BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+0.42%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$290M
AUM Growth
+$290M
(+3.3%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
64%
Holding
64
New
3
Increased
23
Reduced
23
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.43M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.22M |
| 3 |
Church & Dwight Co
CHD
|
$1.32M |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$1.01M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$838K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$980K |
| 2 |
Truist Financial
TFC
|
$448K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$341K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$258K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$251K |
Sector Composition
| 1 | Technology | 0.88% |
| 2 | Communication Services | 0.61% |
| 3 | Consumer Staples | 0.55% |
| 4 | Industrials | 0.27% |
| 5 | Consumer Discretionary | 0% |
