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
$152M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.73M
3
+$1.93M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.65M
5
FLBL icon
Franklin Senior Loan ETF
FLBL
+$1.37M

Top Sells

1
+$1.26M
2
+$828K
3
+$635K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$339K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$319K

Sector Composition

1 Real Estate 1.91%
2 Technology 1.17%
3 Consumer Discretionary 0.97%
4 Consumer Staples 0.36%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.88%
7,278
+9
27
$1.32M 0.87%
2,755
+3
28
$1.29M 0.85%
54,032
+1,290
29
$1.24M 0.81%
2,936
+13
30
$1.07M 0.7%
5,087
+10
31
$1.02M 0.67%
1,939
-211
32
$876K 0.58%
34,972
-1,730
33
$851K 0.56%
8,433
-286
34
$751K 0.49%
2,228
+4
35
$706K 0.47%
15,511
-450
36
$699K 0.46%
3,644
+641
37
$669K 0.44%
11,616
+6,960
38
$607K 0.4%
2,024
+5
39
$604K 0.4%
14,461
+2,643
40
$593K 0.39%
11,499
-6,174
41
$590K 0.39%
25,315
-872
42
$586K 0.39%
13,623
-7,887
43
$564K 0.37%
14,667
-2,733
44
$547K 0.36%
+3,326
45
$541K 0.36%
3,000
46
$540K 0.36%
3,147
+367
47
$523K 0.34%
22,677
+465
48
$507K 0.33%
4,194
-6,841
49
$486K 0.32%
23,898
+267
50
$453K 0.3%
5,671
+1,225
1
2
3