BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+4.83%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$510M
AUM Growth
+$510M
(+15%)
Cap. Flow
+$51.4M
Cap. Flow
% of AUM
10.08%
Top 10 Holdings %
Top 10 Hldgs %
79.32%
Holding
66
New
7
Increased
21
Reduced
17
Closed
2
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$10.6M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.64M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.74M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.97M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.85M |
Top Sells
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$376K |
| 2 |
Vanguard Large-Cap ETF
VV
|
$242K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$231K |
| 4 |
IBM
IBM
|
$217K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$141K |
Sector Composition
| 1 | Technology | 0.87% |
| 2 | Financials | 0.39% |
| 3 | Industrials | 0.3% |
| 4 | Consumer Staples | 0.28% |
| 5 | Communication Services | 0.18% |
