SWA
Sightline Wealth Advisors Portfolio holdings
AUM
$207M
This Quarter Return
+8.75%
1 Year Return
+10.23%
3 Year Return
+37.17%
5 Year Return
–
10 Year Return
–
AUM
$92.7M
AUM Growth
+$92.7M
(+9%)
Cap. Flow
+$2.86M
Cap. Flow
% of AUM
3.08%
Top 10 Holdings %
Top 10 Hldgs %
68.15%
Holding
66
New
16
Increased
30
Reduced
14
Closed
6
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.66M |
| 2 |
Tanger
SKT
|
$1.27M |
| 3 |
Asbury Automotive
ABG
|
$1.02M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$688K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$662K |
Top Sells
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% |
