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
$101M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$962K
2
+$653K
3
+$239K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$224K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$204K

Top Sells

1
+$208K
2
+$84.4K
3
+$52.7K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$16.2K

Sector Composition

1 Real Estate 1.6%
2 Technology 1.41%
3 Consumer Discretionary 1.1%
4 Consumer Staples 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.21%
4,606
52
$212K 0.21%
978
53
$204K 0.2%
+3,207
54
$152K 0.15%
17,197
55
$118K 0.12%
12,755
56
$96.1K 0.1%
10,811
57
– –
-3,250
1 2
3