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
$97.9M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.47M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$563K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$546K

Top Sells

1
+$1.55M
2
+$547K
3
+$422K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$362K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$306K

Sector Composition

1 Real Estate 1.64%
2 Technology 1.43%
3 Consumer Discretionary 1.13%
4 Healthcare 0.93%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$843K 0.86%
2,241
+3
27
$793K 0.81%
4,184
+1,611
28
$706K 0.72%
17,300
-807
29
$604K 0.62%
25,732
-2
30
$466K 0.48%
1,978
+7
31
$463K 0.47%
11,741
-1,342
32
$463K 0.47%
9,731
-295
33
$458K 0.47%
18,774
-2,558
34
$455K 0.47%
1,864
+3
35
$451K 0.46%
2,735
-1,179
36
$440K 0.45%
3,000
37
$419K 0.43%
39,305
+240
38
$417K 0.43%
26,118
+543
39
$414K 0.42%
33,253
40
$387K 0.39%
9,569
+1,186
41
$382K 0.39%
9,223
-4,830
42
$314K 0.32%
4,390
43
$299K 0.31%
+1,884
44
$275K 0.28%
8,775
+45
45
$267K 0.27%
18,658
+130
46
$259K 0.26%
29,434
+437
47
$225K 0.23%
1,513
-307
48
$216K 0.22%
4,606
-58
49
$212K 0.22%
+978
50
$208K 0.21%
+3,250
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