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
76
$201K 0.11%
4,927
-1,653
77
$145K 0.08%
16,581
+121
78
$112K 0.06%
12,008
+47
79
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-963
80
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-702
81
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-31,393
82
– –
-8,352
83
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-2,328
84
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-4,891
85
– –
-1,177
86
– –
-1,255
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4