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
$181M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.06M
3
+$1.22M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.09M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$750K

Top Sells

1
+$1.02M
2
+$686K
3
+$538K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$473K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$466K

Sector Composition

1 Real Estate 1.8%
2 Technology 1.36%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.52%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.24%
9,696
-2,494
52
$436K 0.24%
6,229
+810
53
$432K 0.24%
7,526
-2,501
54
$426K 0.23%
9,295
-776
55
$409K 0.23%
16,020
+3,591
56
$370K 0.2%
+33,117
57
$367K 0.2%
9,024
+41
58
$355K 0.2%
3,563
-6,886
59
$348K 0.19%
3,473
-4,208
60
$341K 0.19%
11,768
-3,132
61
$317K 0.17%
7,554
-5,198
62
$312K 0.17%
797
63
$307K 0.17%
12,554
-3,984
64
$303K 0.17%
4,845
+35
65
$295K 0.16%
19,503
+149
66
$293K 0.16%
1,097
67
$282K 0.16%
397
68
$276K 0.15%
1,593
+1
69
$265K 0.15%
+2,741
70
$255K 0.14%
10,947
-5,199
71
$252K 0.14%
+9,905
72
$239K 0.13%
5,742
+18
73
$218K 0.12%
8,166
+142
74
$217K 0.12%
963
75
$215K 0.12%
+2,666
1 2
3
4