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
$97.9M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.47M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$563K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$546K

Top Sells

1
+$1.55M
2
+$547K
3
+$422K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$362K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$306K

Sector Composition

1 Real Estate 1.64%
2 Technology 1.43%
3 Consumer Discretionary 1.13%
4 Healthcare 0.93%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.1M 25.64%
173,571
+3,896
2
$8.24M 8.41%
473,380
-714
3
$7.16M 7.31%
316,632
-3,972
4
$5.11M 5.22%
243,590
+1,058
5
$3.91M 3.99%
159,297
-2,482
6
$3.52M 3.6%
8,610
-140
7
$3.05M 3.12%
30,485
-15,488
8
$2.95M 3.01%
47,565
-6,810
9
$2.7M 2.75%
12,782
-500
10
$2.57M 2.62%
18,576
+15,593
11
$2.39M 2.45%
7,460
-258
12
$2.22M 2.27%
8,891
+5,905
13
$2.01M 2.06%
56,694
+15,390
14
$2.01M 2.06%
44,546
+14,853
15
$1.84M 1.88%
24,122
+4,902
16
$1.61M 1.64%
81,841
+11,077
17
$1.47M 1.5%
27,401
+2,088
18
$1.37M 1.4%
36,266
+1,243
19
$1.11M 1.13%
5,284
-383
20
$1.11M 1.13%
4,915
+8
21
$954K 0.97%
3,308
-636
22
$951K 0.97%
2,314
-1,331
23
$930K 0.95%
7,046
-373
24
$890K 0.91%
18,058
-275
25
$852K 0.87%
4,776
-2,028
1
2 3