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
$108M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.38M
3
+$892K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$702K
5
NIM icon
Nuveen Select Maturities Municipal Fund
NIM
+$132K

Top Sells

1
+$1.01M
2
+$963K
3
+$762K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$688K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$639K

Sector Composition

1 Healthcare 0.58%
2 Technology 0.57%
3 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$129K 0.12%
10,351
-4,812
52
$73K 0.07%
+585
53
– –
-108,316
54
– –
-17,929
1 2
3