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
$97.9M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.47M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$563K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$546K

Top Sells

1
+$1.55M
2
+$547K
3
+$422K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$362K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$306K

Sector Composition

1 Real Estate 1.64%
2 Technology 1.43%
3 Consumer Discretionary 1.13%
4 Healthcare 0.93%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.21%
5,091
-3,380
52
$152K 0.15%
17,197
+80
53
$118K 0.12%
12,755
+67
54
$96.1K 0.1%
10,811
+39
55
– –
-714
56
– –
-2,477
57
– –
-10,124
58
– –
-2,058
59
– –
-2,583
60
– –
-1,403
61
– –
-2,642
62
– –
-17,000
1 2
3