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
$120M
AUM Growth
-$806K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.61M
3
+$769K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$353K
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$275K

Top Sells

1
+$1.71M
2
+$305K
3
+$296K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$281K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$189K

Sector Composition

1 Technology 0.8%
2 Healthcare 0.61%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$699K 0.58%
16,251
+41
27
$680K 0.57%
11,148
+48
28
$654K 0.54%
25,568
-1,710
29
$527K 0.44%
10,428
+11
30
$520K 0.43%
10,402
-505
31
$508K 0.42%
1,855
32
$504K 0.42%
10,652
+1,937
33
$494K 0.41%
1,938
34
$475K 0.4%
33,495
-9,146
35
$440K 0.37%
40,913
-11,692
36
$432K 0.36%
24,960
+18
37
$393K 0.33%
10,814
-4,563
38
$382K 0.32%
1,620
-227
39
$336K 0.28%
4,313
40
$334K 0.28%
4,790
-638
41
$334K 0.28%
2,467
+12
42
$268K 0.22%
8,475
+25
43
$249K 0.21%
3,553
+25
44
$247K 0.21%
9,100
-6,974
45
$235K 0.2%
+1,660
46
$221K 0.18%
1,860
-1,505
47
$215K 0.18%
7,174
+16
48
$202K 0.17%
5,520
+5
49
$201K 0.17%
3,529
50
$191K 0.16%
16,851
-327
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