SWA
Sightline Wealth Advisors Portfolio holdings
AUM
$207M
This Quarter Return
+5.6%
1 Year Return
+10.23%
3 Year Return
+37.17%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+15%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
8.47%
Top 10 Holdings %
Top 10 Hldgs %
61.69%
Holding
80
New
7
Increased
45
Reduced
17
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.51M |
| 2 |
Vanguard Value ETF
VTV
|
$2.73M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.93M |
| 4 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$1.65M |
| 5 |
Franklin Senior Loan ETF
FLBL
|
$1.37M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.26M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$828K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$635K |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$339K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$319K |
Sector Composition
| 1 | Real Estate | 1.91% |
| 2 | Technology | 1.17% |
| 3 | Consumer Discretionary | 0.97% |
| 4 | Consumer Staples | 0.36% |
| 5 | Healthcare | 0.27% |
