SWA

Sightline Wealth Advisors Portfolio holdings

AUM $236M
1-Year Est. Return 12.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$825K
3
+$626K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$588K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$507K

Top Sells

1
+$1.46M
2
+$290K
3
+$275K
4
BND icon
Vanguard Total Bond Market
BND
+$247K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$220K

Sector Composition

1 Real Estate 1.48%
2 Technology 1.21%
3 Consumer Discretionary 0.77%
4 Communication Services 0.48%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$589K 0.27%
26,588
+3,305
52
$538K 0.24%
5,766
53
$507K 0.23%
+10,268
54
$504K 0.23%
4,962
+25
55
$503K 0.23%
2,332
+10
56
$476K 0.21%
3,970
57
$459K 0.21%
16,807
-1,506
58
$457K 0.21%
+17,097
59
$452K 0.2%
8,472
-742
60
$442K 0.2%
5,477
-113
61
$421K 0.19%
1,414
+419
62
$421K 0.19%
10,832
-1,575
63
$415K 0.19%
9,187
+39
64
$409K 0.18%
78,061
65
$407K 0.18%
16,947
-5,351
66
$396K 0.18%
15,532
+106
67
$381K 0.17%
+13,096
68
$379K 0.17%
3,678
-40
69
$372K 0.17%
1,913
-281
70
$337K 0.15%
32,827
+444
71
$306K 0.14%
1,256
72
$303K 0.14%
2,512
-233
73
$286K 0.13%
1,178
-29
74
$272K 0.12%
5,724
+336
75
$272K 0.12%
1,928
+2
1 2
3
4