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
$101M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$962K
2
+$653K
3
+$239K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$224K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$204K

Top Sells

1
+$208K
2
+$84.4K
3
+$52.7K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$16.2K

Sector Composition

1 Real Estate 1.6%
2 Technology 1.41%
3 Consumer Discretionary 1.1%
4 Consumer Staples 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$890K 0.88%
18,058
27
$852K 0.85%
4,776
28
$793K 0.79%
4,184
29
$697K 0.69%
29,732
+4,000
30
$621K 0.62%
15,231
-2,069
31
$548K 0.54%
2,244
+380
32
$486K 0.48%
10,231
+500
33
$466K 0.46%
1,978
34
$463K 0.46%
11,741
35
$458K 0.46%
2,779
+44
36
$458K 0.46%
18,774
37
$440K 0.44%
3,000
38
$419K 0.42%
39,305
39
$414K 0.41%
33,253
40
$382K 0.38%
9,223
41
$370K 0.37%
9,169
-400
42
$364K 0.36%
22,812
-3,306
43
$314K 0.31%
4,390
44
$299K 0.3%
1,884
45
$275K 0.27%
8,775
46
$267K 0.27%
18,658
47
$259K 0.26%
29,434
48
$227K 0.23%
5,629
+538
49
$225K 0.22%
1,513
50
$224K 0.22%
+4,437
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