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
$484M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.82M
3
+$938K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$818K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$753K

Top Sells

1
+$479K
2
+$359K
3
+$340K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$278K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$191K

Sector Composition

1 Technology 1.45%
2 Communication Services 0.89%
3 Industrials 0.44%
4 Financials 0.41%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.5M 19.74%
5,920,893
+193,344
2
$45.6M 9.42%
597,807
+10,727
3
$41.2M 8.52%
1,756,010
+39,980
4
$28.9M 5.97%
1,076,702
+26,130
5
$25.1M 5.19%
1,089,250
+19,197
6
$21.4M 4.42%
871,154
+28,023
7
$18.9M 3.9%
1,083,416
+15,084
8
$18.6M 3.85%
298,999
-1,110
9
$17.5M 3.61%
93,433
+41
10
$15.3M 3.16%
728,204
+22,326
11
$13.5M 2.78%
690,425
+26,725
12
$12.1M 2.5%
160,092
+9,964
13
$11.6M 2.4%
229,194
-7,103
14
$11.4M 2.36%
154,710
-6,493
15
$11.3M 2.34%
254,382
+9,927
16
$9.55M 1.98%
86,637
-1,700
17
$8.55M 1.77%
273,429
-3,140
18
$6.69M 1.38%
35,284
-739
19
$6.37M 1.32%
157,666
-4,720
20
$5.73M 1.19%
126,930
-3,692
21
$4.61M 0.95%
53,460
-519
22
$4.5M 0.93%
45,130
-3,409
23
$4.16M 0.86%
163,248
24
$3.88M 0.8%
9,476
-303
25
$3.61M 0.75%
8,785
-677
1
2 3