SWA

Sightline Wealth Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 12.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.13M
3
+$1.13M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.11M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.11M

Top Sells

1
+$1.78M
2
+$1.49M
3
+$1.1M
4
SRET icon
Global X SuperDividend REIT ETF
SRET
+$720K
5
VMM
Delaware Investments Minnesota Municipal Income Fund II
VMM
+$474K

Sector Composition

1 Technology 0.93%
2 Healthcare 0.59%
3 Utilities 0.17%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.17%
5,545
+15
52
$201K 0.17%
2,276
53
$130K 0.11%
13,621
-3,276
54
$120K 0.1%
12,507
+52
55
$111K 0.09%
10,580
+26
56
– –
-3,581
57
– –
-25,079
58
– –
-2,400
59
– –
-2,859
60
– –
-5,211
61
– –
-33,570
1 2
3