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
$92.7M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.27M
3
+$1.02M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$688K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$662K

Top Sells

1
+$6.1M
2
+$1.11M
3
+$730K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$645K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$433K

Sector Composition

1 Technology 1.82%
2 Real Estate 1.59%
3 Healthcare 1.25%
4 Consumer Discretionary 1.1%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$636K 0.69%
+2,986
27
$587K 0.63%
25,734
-7,262
28
$575K 0.62%
14,053
-17,852
29
$515K 0.55%
21,332
+40
30
$509K 0.55%
3,914
+2,284
31
$496K 0.53%
+13,083
32
$472K 0.51%
+2,573
33
$471K 0.51%
10,026
-1,098
34
$435K 0.47%
1,971
+9
35
$435K 0.47%
+33,253
36
$420K 0.45%
+3,000
37
$419K 0.45%
2,983
+331
38
$405K 0.44%
39,065
+156
39
$399K 0.43%
1,861
+6
40
$382K 0.41%
25,575
+21
41
$327K 0.35%
8,383
-1,760
42
$306K 0.33%
10,124
-8,715
43
$288K 0.31%
4,390
-9,830
44
$276K 0.3%
+1,820
45
$271K 0.29%
8,730
+45
46
$265K 0.29%
8,471
-2,718
47
$258K 0.28%
18,528
+2,417
48
$251K 0.27%
28,997
-14,586
49
$250K 0.27%
2,583
-4,462
50
$232K 0.25%
+1,403
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