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
$92.7M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.27M
3
+$1.02M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$688K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$662K

Top Sells

1
+$6.1M
2
+$1.11M
3
+$730K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$645K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$433K

Sector Composition

1 Technology 1.82%
2 Real Estate 1.59%
3 Healthcare 1.25%
4 Consumer Discretionary 1.1%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.25%
+2,058
52
$221K 0.24%
+714
53
$211K 0.23%
+4,664
54
$208K 0.22%
+2,477
55
$202K 0.22%
+2,642
56
$147K 0.16%
17,117
+3,386
57
$116K 0.12%
+17,000
58
$115K 0.12%
12,688
+64
59
$92.4K 0.1%
10,772
+69
60
– –
-9,685
61
– –
-4,382
62
– –
-7,631
63
– –
-11,742
64
– –
-6,794
65
– –
-44,492
1 2
3