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
$414M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.1M
3
+$1.48M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$982K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$764K

Top Sells

1
+$739K
2
+$364K
3
+$284K
4
VV icon
Vanguard Large-Cap ETF
VV
+$258K
5
CSCO icon
Cisco
CSCO
+$240K

Sector Composition

1 Communication Services 0.78%
2 Technology 0.72%
3 Industrials 0.39%
4 Consumer Staples 0.34%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 26.88%
7,343,286
+50,388
2
$52.1M 12.58%
625,695
+25,206
3
$36.9M 8.91%
1,317,804
+127,714
4
$31.3M 7.55%
1,007,368
+47,642
5
$21.6M 5.21%
262,166
+11,938
6
$19.3M 4.65%
866,204
-33,228
7
$19.1M 4.62%
624,150
+4,947
8
$15.2M 3.68%
846,286
+27,376
9
$13M 3.14%
148,810
+4,770
10
$12.6M 3.05%
106,815
-29
11
$10.4M 2.51%
547,262
+34,206
12
$8.07M 1.95%
45,940
-1,467
13
$7.31M 1.77%
37,547
-1,174
14
$6.53M 1.58%
17,395
-757
15
$4.65M 1.12%
36,433
-32
16
$4.08M 0.99%
81,494
-692
17
$3.93M 0.95%
42,797
-1,471
18
$3.87M 0.93%
62,392
-761
19
$3.71M 0.9%
78,584
-1,527
20
$2.81M 0.68%
7,515
+693
21
$2.6M 0.63%
51,859
+1,090
22
$2.51M 0.61%
29,345
-259
23
$2.37M 0.57%
27,949
+495
24
$2.34M 0.57%
33,918
-170
25
$2.17M 0.52%
39,703
1
2 3