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
$107M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.8M
3
+$1.77M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.35M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07M

Top Sells

1
+$2.59M
2
+$2.18M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.09M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$644K

Sector Composition

1 Real Estate 1.73%
2 Technology 1.31%
3 Consumer Discretionary 1.14%
4 Healthcare 0.48%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$935K 0.87%
4,945
+761
27
$935K 0.87%
2,381
-71
28
$922K 0.86%
2,921
-416
29
$916K 0.85%
2,132
-363
30
$898K 0.84%
+36,313
31
$858K 0.8%
23,250
-14,573
32
$846K 0.79%
4,787
+11
33
$810K 0.76%
24,236
-36,430
34
$735K 0.69%
18,074
+16
35
$722K 0.67%
+31,208
36
$632K 0.59%
+13,276
37
$590K 0.55%
2,219
-25
38
$564K 0.53%
+24,301
39
$509K 0.48%
15,353
+122
40
$491K 0.46%
2,002
+24
41
$478K 0.45%
2,997
+1,113
42
$476K 0.44%
2,780
+1
43
$450K 0.42%
11,466
+2,297
44
$446K 0.42%
3,000
45
$406K 0.38%
10,711
-1,030
46
$387K 0.36%
23,319
+507
47
$364K 0.34%
40,335
+7,082
48
$358K 0.33%
+15,882
49
$352K 0.33%
7,621
-2,610
50
$349K 0.33%
+2,248
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