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
$120M
AUM Growth
-$806K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.61M
3
+$769K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$353K
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$275K

Top Sells

1
+$1.71M
2
+$305K
3
+$296K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$281K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$189K

Sector Composition

1 Technology 0.8%
2 Healthcare 0.61%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$135K 0.11%
12,403
+54
52
$127K 0.11%
10,506
+66
53
$38K 0.03%
+14,958
54
– –
-5,129
55
– –
-572
1 2
3