SWA

Sightline Wealth Advisors Portfolio holdings

AUM $221M
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.42M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$951K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$888K

Top Sells

1
+$1.56M
2
+$931K
3
+$656K
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$490K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$369K

Sector Composition

1 Real Estate 1.73%
2 Technology 1.19%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.43%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$468K 0.25%
5,732
52
$452K 0.24%
19,520
+6,963
53
$450K 0.24%
2,322
+11
54
$417K 0.22%
17,121
+4,879
55
$407K 0.21%
12,794
-2,690
56
$398K 0.21%
9,113
+10
57
$386K 0.2%
15,229
+95
58
$384K 0.2%
5,646
-298
59
$370K 0.2%
397
60
$368K 0.19%
9,110
+42
61
$363K 0.19%
58,620
62
$348K 0.18%
4,906
+29
63
$343K 0.18%
3,427
+221
64
$303K 0.16%
+13,933
65
$299K 0.16%
3,789
-1,128
66
$285K 0.15%
19,802
+101
67
$275K 0.15%
1,094
-3
68
$263K 0.14%
797
69
$255K 0.13%
2,744
+2
70
$253K 0.13%
10,025
+41
71
$234K 0.12%
2,671
+5
72
$231K 0.12%
9,172
-9,869
73
$223K 0.12%
1,310
-150
74
$219K 0.12%
5,781
+7
75
$207K 0.11%
2,060
+14
1 2
3
4