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
$594M
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$51.3M
3
+$42.9M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$28.8M

Top Sells

1
+$209K
2
+$183K
3
+$101K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$64.2K
5
IYR icon
iShares US Real Estate ETF
IYR
+$50.7K

Sector Composition

1 Technology 1.95%
2 Communication Services 1.3%
3 Consumer Discretionary 0.88%
4 Financials 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 21.29%
+5,906,235
2
$51.3M 8.64%
+664,170
3
$42.9M 7.22%
+1,882,892
4
$31.9M 5.36%
+1,225,494
5
$29.8M 5.02%
1,174,212
+9,514
6
$28.8M 4.85%
+1,084,906
7
$22.7M 3.82%
+1,182,626
8
$21.9M 3.69%
+348,789
9
$20.5M 3.46%
+82,253
10
$19.9M 3.35%
+838,938
11
$16M 2.69%
+801,277
12
$13.4M 2.26%
258,880
-3,519
13
$13.4M 2.26%
173,968
+1,883
14
$12.7M 2.13%
247,075
+17,352
15
$12.1M 2.04%
+168,363
16
$11.4M 1.91%
106,551
+8,315
17
$10.6M 1.78%
+302,393
18
$10M 1.68%
103,132
+247
19
$8.47M 1.42%
+38,829
20
$7.03M 1.18%
+160,594
21
$6.56M 1.1%
+53,107
22
$5.75M 0.97%
+116,300
23
$5.38M 0.91%
29,343
+2,155
24
$5.26M 0.89%
163,217
-31
25
$4.98M 0.84%
25,785
+23,130
1
2 3 4