SWA

Sightline Wealth Advisors Portfolio holdings

AUM $207M
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.31M
3
+$2.01M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$660K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$538K

Top Sells

1
+$2.27M
2
+$749K
3
+$699K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$489K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$275K

Sector Composition

1 Technology 0.58%
2 Healthcare 0.53%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$699K 0.58%
27,278
+2
27
$660K 0.55%
+2,102
28
$635K 0.53%
16,210
+1,077
29
$608K 0.5%
8,715
-1,658
30
$603K 0.5%
42,641
-9,833
31
$592K 0.49%
10,907
-79
32
$589K 0.49%
52,605
-7,969
33
$585K 0.48%
15,377
-7,132
34
$537K 0.44%
10,417
+22
35
$504K 0.42%
1,855
36
$496K 0.41%
1,938
+6
37
$452K 0.37%
1,847
-94
38
$439K 0.36%
16,074
-9,328
39
$433K 0.36%
24,942
+270
40
$396K 0.33%
3,365
-2,333
41
$384K 0.32%
5,428
+103
42
$340K 0.28%
+4,313
43
$337K 0.28%
2,455
+21
44
$305K 0.25%
5,129
+28
45
$281K 0.23%
+572
46
$271K 0.22%
8,450
+40
47
$250K 0.21%
3,528
+22
48
$218K 0.18%
7,158
-600
49
$206K 0.17%
+5,515
50
$202K 0.17%
3,529
1
2
3