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
$161M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.71M
3
+$1.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$731K
5
VUG icon
Vanguard Growth ETF
VUG
+$592K

Top Sells

1
+$615K
2
+$357K
3
+$352K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$341K
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$265K

Sector Composition

1 Real Estate 1.66%
2 Technology 1.51%
3 Consumer Discretionary 0.89%
4 Communication Services 0.44%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.13%
2,328
77
$200K 0.12%
+9,360
78
$139K 0.09%
16,070
+162
79
$119K 0.07%
13,141
+79
80
– –
-8,127
81
– –
-33,961
1 2 3
4