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
$108M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.38M
3
+$892K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$702K
5
NIM icon
Nuveen Select Maturities Municipal Fund
NIM
+$132K

Top Sells

1
+$1.01M
2
+$963K
3
+$762K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$688K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$639K

Sector Composition

1 Healthcare 0.58%
2 Technology 0.57%
3 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$684K 0.63%
13,808
+135
27
$678K 0.63%
11,162
+21
28
$643K 0.59%
60,574
+110
29
$614K 0.57%
2,585
-27
30
$606K 0.56%
5,698
-923
31
$573K 0.53%
10,986
+505
32
$556K 0.51%
6,235
-235
33
$549K 0.51%
15,133
-432
34
$521K 0.48%
12,257
-12,364
35
$511K 0.47%
10,395
-252
36
$460K 0.43%
1,932
-15
37
$452K 0.42%
1,855
-40
38
$425K 0.39%
1,941
-170
39
$398K 0.37%
24,672
+42
40
$357K 0.33%
5,325
+175
41
$326K 0.3%
4,292
42
$320K 0.3%
2,434
-250
43
$309K 0.29%
5,101
44
$256K 0.24%
3,506
+25
45
$256K 0.24%
8,410
+35
46
$230K 0.21%
7,758
-210
47
$202K 0.19%
3,529
-700
48
$190K 0.18%
17,082
+96
49
$169K 0.16%
11,418
-5,295
50
$132K 0.12%
+12,300
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