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
$161M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.71M
3
+$1.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$731K
5
VUG icon
Vanguard Growth ETF
VUG
+$592K

Top Sells

1
+$615K
2
+$357K
3
+$352K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$341K
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$265K

Sector Composition

1 Real Estate 1.66%
2 Technology 1.51%
3 Consumer Discretionary 0.89%
4 Communication Services 0.44%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.85%
6,241
-70
27
$1.35M 0.84%
54,424
-8,873
28
$1.22M 0.76%
5,040
-655
29
$1.1M 0.68%
+43,608
30
$1.06M 0.66%
1,941
+2
31
$1.04M 0.65%
10,449
-6,189
32
$1.04M 0.64%
5,103
+16
33
$1.01M 0.63%
4,780
+1,633
34
$955K 0.59%
5,594
+2,268
35
$810K 0.5%
2,222
-6
36
$769K 0.48%
7,681
-752
37
$734K 0.46%
32,024
+9,347
38
$709K 0.44%
11,979
+363
39
$687K 0.43%
16,461
+950
40
$670K 0.42%
15,309
+848
41
$665K 0.41%
3,644
42
$626K 0.39%
2,029
+5
43
$538K 0.33%
21,389
-13,583
44
$537K 0.33%
10,027
-1,472
45
$527K 0.33%
3,000
46
$524K 0.33%
23,798
+8,635
47
$506K 0.32%
12,190
-1,433
48
$497K 0.31%
23,706
-192
49
$484K 0.3%
12,752
-1,915
50
$475K 0.3%
4,008
-186
1
2
3 4