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
$190M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.42M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$951K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$888K

Top Sells

1
+$1.56M
2
+$931K
3
+$656K
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$490K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$369K

Sector Composition

1 Real Estate 1.73%
2 Technology 1.19%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.43%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.85%
65,289
-19,901
27
$1.54M 0.81%
6,965
+713
28
$1.51M 0.8%
67,680
+20,974
29
$1.47M 0.77%
4,788
-175
30
$1.46M 0.77%
23,584
+14,380
31
$1.44M 0.76%
6,510
+537
32
$1.19M 0.63%
3,161
+2
33
$1.18M 0.62%
50,422
+35,339
34
$1.13M 0.6%
2,013
-154
35
$1.06M 0.56%
4,781
36
$1.02M 0.54%
5,096
-34
37
$998K 0.53%
18,110
-2,053
38
$940K 0.5%
9,447
+5,907
39
$934K 0.49%
20,637
+6,333
40
$800K 0.42%
2,216
-10
41
$728K 0.38%
3,906
+3
42
$722K 0.38%
12,536
+87
43
$684K 0.36%
28,416
-64,842
44
$672K 0.35%
2,600
-317
45
$650K 0.34%
2,047
+5
46
$553K 0.29%
3,000
47
$534K 0.28%
4,144
+717
48
$513K 0.27%
23,844
-365
49
$511K 0.27%
18,263
+44
50
$471K 0.25%
2,758
-5,447
1
2
3 4