BWA
BlueSky Wealth Advisors Portfolio holdings
AUM
$688M
This Quarter Return
+5.77%
1 Year Return
+10.34%
3 Year Return
+30.24%
5 Year Return
+38.89%
10 Year Return
–
AUM
$452M
AUM Growth
+$452M
(+4.9%)
Cap. Flow
-$2.46M
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
67.63%
Holding
68
New
3
Increased
22
Reduced
31
Closed
1
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$3.33M |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$1.39M |
| 3 |
Schwab US REIT ETF
SCHH
|
$914K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$726K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$616K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.62M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.13M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$984K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$540K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$525K |
Sector Composition
| 1 | Technology | 1.14% |
| 2 | Industrials | 0.43% |
| 3 | Financials | 0.41% |
| 4 | Consumer Staples | 0.27% |
| 5 | Communication Services | 0.19% |
