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SWA

Sightline Wealth Advisors Portfolio holdings

AUM $236M
1-Year Est. Return 12.89%
This Fund
S&P 500
This Quarter Est. Return
-0.77%
1 Year Est. Return
+12.89%
3 Year Est. Return
+34.67%
5 Year Est. Return
+30.57%
10 Year Est. Return
–
AUM
$236M
AUM Growth
+$1.68M
Cap. Flow
+$4.08M
Cap. Flow %
1.73%
Top 10 Hldgs %
58.53%
Holding
100
New
1
Increased
47
Reduced
33
Closed
9

Top Buys

1
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$4.81M
2
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$3.07M
3
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$2.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.95M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$1.92M

Top Sells

1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.95M
2
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.45M
3
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.26M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$952K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$944K

Sector Composition

1 Real Estate 1.38%
2 Technology 1.26%
3 Consumer Discretionary 0.65%
4 Communication Services 0.58%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFA icon
51
iShares MSCI EAFE ETF
EFA
$76.9B
$551K 0.23%
5,675
-127
-2% -$12.7K
VTEB icon
52
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$512K 0.22%
+10,257
New +$518K
VIG icon
53
Vanguard Dividend Appreciation ETF
VIG
$111B
$507K 0.21%
2,357
+8
+0.3% +$1.78K
VO icon
54
Vanguard Mid-Cap ETF
VO
$106B
$505K 0.21%
7,032
+12
+0.2% +$892
EEM icon
55
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$489K 0.21%
8,605
+15
+0.2% +$882
WMT icon
56
Walmart Inc
WMT
$915B
$453K 0.19%
3,643
+4
+0.1% +$491
PRF icon
57
Invesco FTSE RAFI US 1000 ETF
PRF
$9.81B
$440K 0.19%
9,260
+36
+0.4% +$1.75K
SPTS icon
58
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
$429K 0.18%
14,699
-8,377
-36% -$245K
GNOM icon
59
Global X Genomics & Biotechnology ETF
GNOM
$84.6M
$424K 0.18%
9,684
+55
+0.6% +$2.54K
BILS icon
60
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$397K 0.17%
3,989
-4,905
-55% -$487K
VCIT icon
61
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$384K 0.16%
4,636
+748
+19% +$62.6K
GOOG icon
62
Alphabet (Google) Class C
GOOG
$4.32T
$360K 0.15%
1,256
– –
JXI icon
63
iShares Global Utilities ETF
JXI
$323M
$349K 0.15%
4,039
-642
-14% -$53.8K
GOOGL icon
64
Alphabet (Google) Class A
GOOGL
$4.33T
$339K 0.14%
1,178
– –
AIQ icon
65
Global X Artificial Intelligence & Technology ETF
AIQ
$9.44B
$332K 0.14%
7,111
-4,142
-37% -$208K
NVDA icon
66
NVIDIA
NVDA
$5.02T
$310K 0.13%
1,777
-218
-11% -$40K
XLK icon
67
State Street Technology Select Sector SPDR ETF
XLK
$116B
$286K 0.12%
2,151
+223
+12% +$31.4K
SPHY icon
68
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$283K 0.12%
12,120
+3,252
+37% +$76.7K
DGRO icon
69
iShares Core Dividend Growth ETF
DGRO
$42.3B
$269K 0.11%
3,837
-13,285
-78% -$952K
PRFZ icon
70
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.8B
$268K 0.11%
5,838
+14
+0.2% +$667
NWL icon
71
Newell Brands
NWL
$2.31B
$268K 0.11%
78,061
– –
AOA icon
72
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$245K 0.1%
2,766
+2
+0.1% +$182
AOM icon
73
iShares Core Moderate Allocation ETF
AOM
$1.77B
$242K 0.1%
5,113
-359
-7% -$17.3K
GBIL icon
74
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$236K 0.1%
2,355
-58
-2% -$5.8K
IJK icon
75
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$234K 0.1%
2,328
– –
1 2
3
4

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