SWA

Sightline Wealth Advisors Portfolio holdings

AUM $207M
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$904K
3
+$339K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$307K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$295K

Top Sells

1
+$3.62M
2
+$1.1M
3
+$765K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$477K
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$460K

Sector Composition

1 Technology 0.89%
2 Healthcare 0.7%
3 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$98K 0.1%
10,626
+46
52
– –
-2,991
53
– –
-2,276
54
– –
-1,235
55
– –
-88,112
56
– –
-5,545
57
– –
-16,686
58
– –
-838
1 2
3