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
$185M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.08M
3
+$867K
4
VTV icon
Vanguard Value ETF
VTV
+$846K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$672K

Top Sells

1
+$666K
2
+$493K
3
+$415K
4
SKT icon
Tanger
SKT
+$384K
5
VO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.13%
5,774
+32
77
$239K 0.13%
1,255
78
$224K 0.12%
963
79
$223K 0.12%
+1,177
80
$219K 0.12%
8,352
+186
81
$212K 0.11%
2,328
82
$205K 0.11%
2,046
+32
83
$203K 0.11%
+702
84
$141K 0.08%
16,460
+230
85
$104K 0.06%
11,961
-1,262
86
– –
-7,554
87
– –
-10,947
1 2 3
4