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
$102M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$904K
3
+$339K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$307K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$295K

Top Sells

1
+$3.62M
2
+$1.1M
3
+$765K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$477K
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$460K

Sector Composition

1 Technology 0.89%
2 Healthcare 0.7%
3 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$611K 0.6%
17,445
+1,880
27
$583K 0.57%
11,239
+1,984
28
$574K 0.56%
11,549
+275
29
$568K 0.55%
14,220
+104
30
$501K 0.49%
10,241
+5,247
31
$483K 0.47%
11,918
+1,538
32
$456K 0.45%
14,593
-3,679
33
$452K 0.44%
38,699
+204
34
$445K 0.43%
11,217
+10
35
$423K 0.41%
1,955
+4
36
$416K 0.41%
10,024
+38
37
$404K 0.39%
1,855
38
$378K 0.37%
42,704
+656
39
$371K 0.36%
25,293
-3
40
$346K 0.34%
2,638
+149
41
$313K 0.31%
12,967
+2,464
42
$307K 0.3%
+2,674
43
$272K 0.27%
4,382
+38
44
$253K 0.25%
8,590
+35
45
$243K 0.24%
+30,191
46
$221K 0.22%
1,630
47
$219K 0.21%
16,007
+102
48
$214K 0.21%
+620
49
$121K 0.12%
13,675
+54
50
$116K 0.11%
12,564
+57
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