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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$12.1M
3 +$8.62M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.7M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.57%
2 Healthcare 0.56%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$189K 0.19%
+16,986