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
$161M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.71M
3
+$1.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$731K
5
VUG icon
Vanguard Growth ETF
VUG
+$592K

Top Sells

1
+$615K
2
+$357K
3
+$352K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$341K
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$265K

Sector Composition

1 Real Estate 1.66%
2 Technology 1.51%
3 Consumer Discretionary 0.89%
4 Communication Services 0.44%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.28%
5,705
+34
52
$429K 0.27%
10,071
+91
53
$417K 0.26%
14,900
+87
54
$416K 0.26%
2,280
55
$398K 0.25%
16,538
+454
56
$376K 0.23%
16,146
-2,339
57
$376K 0.23%
58,620
+18,285
58
$360K 0.22%
5,419
-450
59
$341K 0.21%
8,983
+41
60
$323K 0.2%
13,897
-11,418
61
$308K 0.19%
+12,429
62
$305K 0.19%
4,810
+33
63
$293K 0.18%
11,295
64
$280K 0.17%
19,354
+142
65
$274K 0.17%
1,097
66
$268K 0.17%
397
67
$265K 0.17%
+797
68
$263K 0.16%
1,592
+214
69
$230K 0.14%
+1,255
70
$223K 0.14%
+2,215
71
$218K 0.14%
4,629
-1,496
72
$218K 0.14%
5,724
+23
73
$218K 0.14%
963
74
$214K 0.13%
+1,177
75
$207K 0.13%
+8,024
1 2
3
4