SWA
Sightline Wealth Advisors Portfolio holdings
AUM
$235M
1-Year Est. Return
12.41%
This Fund
S&P 500
1 Year Est. Return
+12.41%
AUM
$235M
AUM Growth
+$13.1M
(+5.9%)
Holding
106
Top Buys
| 1 | +$3.75M | |
| 2 | +$2.76M | |
| 3 | +$2.52M | |
| 4 |
BNY Mellon Core Bond ETF
BKAG
|
+$2.05M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.46M |
Top Sells
| 1 | +$3.27M | |
| 2 | +$1.55M | |
| 3 | +$643K | |
| 4 |
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
|
+$574K |
| 5 |
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
|
+$511K |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Real Estate | 1.29% |
| 3 | Consumer Discretionary | 0.69% |
| 4 | Communication Services | 0.61% |
| 5 | Financials | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Procter & Gamble
PG
$382B
| – | – |
-1,318
|
|
||
102
iShares MSCI USA Quality Factor ETF
QUAL
$50.2B
| – | – |
-1,913
|
|
||
103
Vanguard Russell 1000 Growth ETF
VONG
$36.7B
| – | – |
-2,512
|
|
||
104
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.62B
| – | – |
-781
|
|