SWA

Sightline Wealth Advisors Portfolio holdings

AUM $221M
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.1M
3
+$8.62M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.7M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.57%
2 Healthcare 0.56%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$691K 0.68%
+20,579
27
$685K 0.67%
+52,184
28
$681K 0.67%
+13,673
29
$665K 0.66%
+60,464
30
$650K 0.64%
+11,141
31
$603K 0.59%
+6,470
32
$581K 0.57%
+2,612
33
$573K 0.56%
+15,565
34
$525K 0.52%
+10,481
35
$503K 0.5%
+10,647
36
$457K 0.45%
+1,895
37
$448K 0.44%
+2,111
38
$435K 0.43%
+1,947
39
$374K 0.37%
+24,630
40
$331K 0.33%
+5,150
41
$319K 0.31%
+2,684
42
$313K 0.31%
+4,292
43
$306K 0.3%
+5,101
44
$285K 0.28%
+17,929
45
$252K 0.25%
+16,713
46
$248K 0.24%
+4,229
47
$235K 0.23%
+7,968
48
$223K 0.22%
+8,375
49
$215K 0.21%
+3,481
50
$189K 0.19%
+15,163
1
2
3