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
$152M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.73M
3
+$1.93M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.65M
5
FLBL icon
Franklin Senior Loan ETF
FLBL
+$1.37M

Top Sells

1
+$1.26M
2
+$828K
3
+$635K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$339K
5
IEMG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$432K 0.28%
18,485
+407
52
$416K 0.27%
2,280
+10
53
$411K 0.27%
14,813
-14
54
$410K 0.27%
9,980
55
$388K 0.26%
16,084
+3,314
56
$376K 0.25%
5,869
+7
57
$352K 0.23%
33,961
-2,739
58
$344K 0.23%
8,942
+38
59
$338K 0.22%
15,163
+369
60
$324K 0.21%
40,335
61
$304K 0.2%
+11,295
62
$302K 0.2%
4,777
+36
63
$291K 0.19%
6,125
-1,296
64
$286K 0.19%
1,097
65
$277K 0.18%
19,212
+137
66
$241K 0.16%
+397
67
$224K 0.15%
5,701
+13
68
$224K 0.15%
+1,378
69
$212K 0.14%
+2,328
70
$201K 0.13%
+963
71
$139K 0.09%
15,908
+158
72
$117K 0.08%
13,062
+78
73
$62.1K 0.04%
8,127
+241
74
– –
-2,240
75
– –
-7,303
1 2
3