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
$185M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.08M
3
+$867K
4
VTV icon
Vanguard Value ETF
VTV
+$846K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$672K

Top Sells

1
+$666K
2
+$493K
3
+$415K
4
SKT icon
Tanger
SKT
+$384K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$334K

Sector Composition

1 Real Estate 1.6%
2 Technology 1.36%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.58%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.82%
6,252
27
$1.47M 0.79%
2,727
+6
28
$1.46M 0.79%
8,205
-853
29
$1.44M 0.77%
5,973
-286
30
$1.33M 0.72%
3,159
+1
31
$1.28M 0.69%
2,167
+35
32
$1.2M 0.65%
4,781
+1
33
$1.15M 0.62%
49,730
+1,354
34
$1.13M 0.61%
5,130
+13
35
$1.12M 0.6%
20,163
+5,039
36
$1.04M 0.56%
46,706
+5,141
37
$894K 0.48%
2,226
+3
38
$847K 0.46%
34,026
+18,006
39
$774K 0.42%
3,903
+6
40
$771K 0.42%
2,917
-1,266
41
$689K 0.37%
12,449
+261
42
$682K 0.37%
2,042
+7
43
$630K 0.34%
14,304
-183
44
$601K 0.32%
15,484
-827
45
$584K 0.32%
58,620
46
$565K 0.3%
+9,204
47
$554K 0.3%
3,000
48
$550K 0.3%
24,209
+200
49
$498K 0.27%
18,219
+45
50
$477K 0.26%
19,041
-16,557
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