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
$181M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.06M
3
+$1.22M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.09M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$750K

Top Sells

1
+$1.02M
2
+$686K
3
+$538K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$473K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$466K

Sector Composition

1 Real Estate 1.8%
2 Technology 1.36%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.52%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.82%
6,259
+18
27
$1.44M 0.79%
2,721
-46
28
$1.36M 0.75%
3,158
+1
29
$1.34M 0.74%
51,332
+7,724
30
$1.23M 0.68%
2,132
+191
31
$1.13M 0.62%
48,376
+16,352
32
$1.13M 0.62%
5,117
+14
33
$1.11M 0.61%
4,780
34
$1.1M 0.61%
4,183
-857
35
$939K 0.52%
41,565
+17,767
36
$924K 0.51%
15,124
+3,145
37
$893K 0.49%
35,598
-18,826
38
$835K 0.46%
2,223
+1
39
$782K 0.43%
3,897
+253
40
$750K 0.41%
+12,188
41
$734K 0.4%
16,311
-150
42
$693K 0.38%
14,487
-822
43
$665K 0.37%
2,035
+6
44
$572K 0.32%
3,000
45
$532K 0.29%
24,009
+303
46
$512K 0.28%
18,174
+6,879
47
$477K 0.26%
5,705
48
$462K 0.25%
3,605
-403
49
$454K 0.25%
2,291
+11
50
$450K 0.25%
58,620
1
2
3 4