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
$185M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.08M
3
+$867K
4
VTV icon
Vanguard Value ETF
VTV
+$846K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$672K

Top Sells

1
+$666K
2
+$493K
3
+$415K
4
SKT icon
Tanger
SKT
+$384K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$334K

Sector Composition

1 Real Estate 1.6%
2 Technology 1.36%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.58%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$452K 0.24%
2,311
+20
52
$437K 0.24%
3,427
-178
53
$433K 0.23%
5,732
+27
54
$425K 0.23%
5,944
-285
55
$402K 0.22%
15,134
+3,366
56
$381K 0.21%
9,103
-192
57
$372K 0.2%
+4,917
58
$366K 0.2%
9,068
+44
59
$354K 0.19%
397
60
$352K 0.19%
+15,083
61
$351K 0.19%
3,540
-23
62
$343K 0.19%
4,877
+32
63
$320K 0.17%
3,206
-267
64
$318K 0.17%
31,393
-1,724
65
$307K 0.17%
1,097
66
$298K 0.16%
19,701
+198
67
$296K 0.16%
6,580
-3,116
68
$295K 0.16%
12,242
-312
69
$289K 0.16%
797
70
$286K 0.15%
+12,557
71
$283K 0.15%
2,742
+1
72
$255K 0.14%
4,891
-2,635
73
$251K 0.14%
9,984
+79
74
$245K 0.13%
1,460
-133
75
$241K 0.13%
2,666
1 2
3
4