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
$101M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$962K
2
+$653K
3
+$239K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$224K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$204K

Top Sells

1
+$208K
2
+$84.4K
3
+$52.7K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$16.2K

Sector Composition

1 Real Estate 1.6%
2 Technology 1.41%
3 Consumer Discretionary 1.1%
4 Consumer Staples 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.8M 25.6%
178,088
+4,517
2
$8.39M 8.34%
482,286
+8,906
3
$7.28M 7.23%
321,816
+5,184
4
$5.19M 5.16%
247,570
+3,980
5
$3.97M 3.94%
161,779
+2,482
6
$3.52M 3.5%
8,610
7
$3.21M 3.19%
32,085
+1,600
8
$3.09M 3.07%
49,903
+2,338
9
$2.93M 2.92%
13,915
+1,133
10
$2.58M 2.56%
18,660
+84
11
$2.47M 2.45%
7,688
+228
12
$2.22M 2.2%
8,891
13
$2.15M 2.14%
60,666
+3,972
14
$2.06M 2.04%
45,505
+959
15
$1.84M 1.83%
24,122
16
$1.61M 1.6%
30,141
+2,740
17
$1.61M 1.6%
81,841
18
$1.43M 1.42%
37,823
+1,557
19
$1.11M 1.1%
5,284
20
$1.11M 1.1%
4,915
21
$1.03M 1.02%
2,495
+181
22
$962K 0.96%
3,337
+29
23
$962K 0.96%
+34,540
24
$930K 0.92%
7,046
25
$922K 0.92%
2,452
+211
1
2 3