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
$181M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.06M
3
+$1.22M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.09M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$750K

Top Sells

1
+$1.02M
2
+$686K
3
+$538K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$473K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$466K

Sector Composition

1 Real Estate 1.8%
2 Technology 1.36%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.52%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.12%
2,328
77
$210K 0.12%
1,255
78
$203K 0.11%
2,014
-201
79
$146K 0.08%
16,230
+160
80
$122K 0.07%
13,223
+82
81
– –
-1,177
82
– –
-9,360
83
– –
-4,629
84
– –
-13,897
85
– –
-21,389
1 2 3
4