BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
-13.11%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(-11%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
75.13%
Holding
62
New
1
Increased
21
Reduced
24
Closed
11
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$36.6M |
| 2 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$14.1M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$3.14M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.54M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.41M |
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
$21.9M |
| 2 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$10.5M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$5.74M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$4.76M |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$4.37M |
Sector Composition
| 1 | Technology | 0.75% |
| 2 | Consumer Staples | 0.49% |
| 3 | Communication Services | 0.47% |
| 4 | Industrials | 0.26% |
| 5 | Consumer Discretionary | 0.09% |
