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
$107M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.8M
3
+$1.77M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.35M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07M

Top Sells

1
+$2.59M
2
+$2.18M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.09M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$644K

Sector Composition

1 Real Estate 1.73%
2 Technology 1.31%
3 Consumer Discretionary 1.14%
4 Healthcare 0.48%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.32%
39,748
+443
52
$305K 0.28%
4,423
+33
53
$303K 0.28%
5,779
+1,342
54
$282K 0.26%
8,859
+84
55
$277K 0.26%
10,404
-24,136
56
$268K 0.25%
+11,666
57
$256K 0.24%
10,680
-8,094
58
$252K 0.24%
18,930
+272
59
$235K 0.22%
1,096
+118
60
$209K 0.19%
4,979
-4,244
61
$180K 0.17%
23,297
-6,137
62
$144K 0.13%
17,383
+186
63
$109K 0.1%
12,904
+149
64
$78.9K 0.07%
10,910
+99
65
– –
-3,207
66
– –
-5,629
67
– –
-4,606
68
– –
-1,513
1 2
3