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
$443M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.82M
3
+$1.6M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.4M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.1M

Top Sells

1
+$2.6M
2
+$1.23M
3
+$643K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$368K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$248K

Sector Composition

1 Technology 0.66%
2 Financials 0.39%
3 Industrials 0.38%
4 Consumer Staples 0.32%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 27.9%
7,427,544
+84,258
2
$54.4M 12.28%
659,925
+34,230
3
$40.7M 9.19%
1,506,334
+188,530
4
$32.4M 7.31%
1,059,852
+52,484
5
$21.6M 4.86%
276,279
+14,113
6
$20.6M 4.65%
817,472
-48,732
7
$19.6M 4.41%
618,896
-5,254
8
$16.7M 3.77%
869,184
+22,898
9
$13.5M 3.05%
155,140
+6,330
10
$12.4M 2.8%
588,490
+41,228
11
$12M 2.71%
105,280
-1,535
12
$8.68M 1.96%
45,059
-881
13
$7.99M 1.8%
36,610
-937
14
$7M 1.58%
16,939
-456
15
$4.66M 1.05%
89,840
+8,346
16
$4.54M 1.02%
36,175
-258
17
$4.05M 0.91%
36,933
-5,864
18
$3.8M 0.86%
75,538
-3,046
19
$3.65M 0.82%
56,679
-5,713
20
$2.99M 0.67%
7,253
-262
21
$2.77M 0.63%
29,345
22
$2.59M 0.58%
27,422
-527
23
$2.46M 0.55%
33,308
-610
24
$2.1M 0.47%
39,703
25
$1.54M 0.35%
14,464
1
2 3