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
$121M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.31M
3
+$2.01M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$660K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$538K

Top Sells

1
+$2.27M
2
+$749K
3
+$699K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$489K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$275K

Sector Composition

1 Technology 0.58%
2 Healthcare 0.53%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$198K 0.16%
17,178
+96
52
$136K 0.11%
10,440
+89
53
$135K 0.11%
12,349
+49
54
– –
-585
55
– –
-13,996
56
– –
-11,418
1 2
3