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
$181M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.06M
3
+$1.22M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.09M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$750K

Top Sells

1
+$1.02M
2
+$686K
3
+$538K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$473K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$466K

Sector Composition

1 Real Estate 1.8%
2 Technology 1.36%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.52%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.5M 14.59%
147,776
-2,603
2
$20.4M 11.22%
271,188
+81,499
3
$14.9M 8.2%
85,273
+2,818
4
$10.9M 6.02%
531,666
-504
5
$9.46M 5.21%
341,541
+2,037
6
$8.86M 4.88%
344,082
+4,550
7
$6.83M 3.76%
17,788
+460
8
$5.07M 2.79%
8,837
+26
9
$4.13M 2.28%
141,594
-8,244
10
$3.87M 2.13%
53,314
-632
11
$3.64M 2.01%
7,467
+66
12
$3.63M 2%
43,793
-1,798
13
$3.56M 1.96%
146,639
+44,745
14
$3.29M 1.81%
135,042
+50,199
15
$3.26M 1.8%
98,330
16
$3.06M 1.69%
+37,667
17
$2.78M 1.53%
117,136
-43,090
18
$2.76M 1.52%
113,595
+23,014
19
$2.73M 1.51%
51,751
-292
20
$2.5M 1.38%
31,450
-5,785
21
$2.2M 1.21%
34,918
+107
22
$1.62M 0.9%
9,058
+3,464
23
$1.57M 0.86%
7,795
+510
24
$1.56M 0.86%
4,956
+7
25
$1.49M 0.82%
6,252
1
2 3 4