SWA
Sightline Wealth Advisors Portfolio holdings
AUM
$207M
This Quarter Return
-1.68%
1 Year Return
+10.23%
3 Year Return
+37.17%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+2.1%)
Cap. Flow
+$26.3M
Cap. Flow
% of AUM
14.19%
Top 10 Holdings %
Top 10 Hldgs %
60.58%
Holding
90
New
7
Increased
45
Reduced
23
Closed
2
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$6.26M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$5.12M |
| 3 |
Schwab International Equity ETF
SCHF
|
$4.98M |
| 4 |
Vanguard Total Bond Market
BND
|
$2.29M |
| 5 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
$2.08M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$666K |
| 2 |
Franklin Senior Loan ETF
FLBL
|
$493K |
| 3 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$415K |
| 4 |
Tanger
SKT
|
$384K |
| 5 |
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% |
