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
$85.1M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$777K
2
+$752K
3
+$272K
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$252K
5
GNOM icon
Global X Genomics & Biotechnology ETF
GNOM
+$169K

Top Sells

1
+$8.17M
2
+$2.62M
3
+$2.13M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$995K
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$815K

Sector Composition

1 Technology 1.03%
2 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$515K 0.61%
14,220
27
$514K 0.6%
21,292
-4,154
28
$513K 0.6%
11,124
-5,109
29
$466K 0.55%
18,839
-1,256
30
$443K 0.52%
3,863
+1,189
31
$428K 0.5%
38,909
+210
32
$424K 0.5%
11,189
-28
33
$416K 0.49%
1,962
+7
34
$400K 0.47%
1,855
35
$382K 0.45%
7,631
-9,493
36
$376K 0.44%
10,143
+119
37
$373K 0.44%
43,583
+879
38
$367K 0.43%
25,554
+261
39
$337K 0.4%
999
+379
40
$336K 0.39%
2,652
+14
41
$329K 0.39%
9,685
-4,908
42
$257K 0.3%
4,382
43
$248K 0.29%
8,685
+95
44
$232K 0.27%
1,630
45
$214K 0.25%
16,111
+104
46
$203K 0.24%
11,742
-47,126
47
$141K 0.17%
+6,794
48
$117K 0.14%
13,731
+56
49
$112K 0.13%
12,624
+60
50
$90K 0.11%
10,703
+77
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