Sightline Wealth Advisors

Sightline Wealth Advisors as of March 31, 2021

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 52 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco S&p 500 Equal Weight Etf Etf (RSP) 17.1 $19M 130k 141.88
Goldman Sachs Acces Treas 0 1 Yr Etf Etf (GBIL) 14.4 $16M 155k 100.13
Schwab International Equity Etf Etf (SCHF) 7.7 $8.3M 221k 37.67
Charles Schwab Us Mc Etf Etf (SCHM) 7.2 $7.8M 104k 74.69
Schwab Us Small Cap Etf Etf (SCHA) 6.3 $6.8M 68k 100.07
Schwab Emerging Markets Equity Etf Etf (SCHE) 5.4 $5.9M 185k 31.81
Ishares Core S&p 500 Etf Etf (IVV) 5.3 $5.7M 14k 398.54
Ishares Core Msci Totl Intl Stck Etf Etf (IXUS) 3.8 $4.1M 59k 70.35
Vanguard Mid Cap Etf Etf (VO) 3.3 $3.5M 16k 221.99
Pimco Income Strategy Fund II (PFN) 3.2 $3.5M 340k 10.27
SPDR S&P 500 ETF Equity Etf (SPY) 2.9 $3.1M 7.8k 397.01
Spdr Blackstone Senior Loan Etf Etf (SRLN) 2.1 $2.2M 49k 45.77
WSDMTRE EMRG MKT EX STT OWN ENTER ET Equity Etf (XSOE) 1.4 $1.6M 38k 40.72
Ark Innovation Etf Etf (ARKK) 1.3 $1.4M 12k 120.45
INVESCO QQQ TRUST Equity Etf (QQQ) 1.2 $1.3M 4.0k 320.02
ISHARES RUSSELL 1000 ETF Equity Etf (IWB) 1.0 $1.1M 4.9k 224.37
Ishares Floating Rate Bond Etf Etf (FLOT) 0.9 $947k 19k 50.80
Global X Superdividend Reit Etf Etf 0.8 $892k 93k 9.57
Ishares Russell 2000 Etf Etf (IWM) 0.8 $859k 3.9k 221.91
Defiance Next Gen Connectivity Etf Etf (FIVG) 0.7 $795k 23k 35.32
Kraneshares Csi China Internet Etf Etf (KWEB) 0.7 $793k 10k 76.45
Ishares Msci Emerging Markets Etf Etf (EEM) 0.7 $749k 14k 53.52
Schwab Short Term Us Treasury Etf Etf (SCHO) 0.6 $700k 14k 51.33
Delaware Inv Mn Mun Inc Fd I 0.6 $692k 53k 13.19
Schwab Us Aggregate Bondetf Etf (SCHZ) 0.6 $685k 13k 53.93
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond Etf Etf 0.6 $684k 14k 49.54
Vanguard Ftse All World Ex Us Etf Etf (VEU) 0.6 $678k 11k 60.74
Templeton Global Income Fund (SABA) 0.6 $643k 121k 5.31
Microsoft Corporation (MSFT) 0.6 $614k 2.6k 237.52
Fidelity Msci Infor Techindx Etf Etf (FTEC) 0.6 $606k 5.7k 106.35
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.5 $573k 11k 52.16
Ark Genomic Revolution Etf Etf (ARKG) 0.5 $556k 6.2k 89.17
Pfizer (PFE) 0.5 $549k 15k 36.28
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.5 $521k 12k 42.51
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $511k 10k 49.16
Ishares Russell 3000 Etf Etf (IWV) 0.4 $460k 1.9k 238.10
Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $452k 1.9k 243.67
First Trust Internet Index Cf Etf Etf (FDN) 0.4 $425k 1.9k 218.96
Schwab Us Broad Market Etf Etf (SCHB) 0.4 $398k 4.1k 96.79
Ishares Core Aggressive Allocati Etf Etf (AOA) 0.3 $357k 5.3k 67.04
Ishares Msci Eafe Etf Etf (EFA) 0.3 $326k 4.3k 75.96
VANGUARD VALUE ETF Equity Etf (VTV) 0.3 $320k 2.4k 131.47
Ishares Global Utilitiesetf Etf (JXI) 0.3 $309k 5.1k 60.58
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.2 $256k 1.7k 152.20
Citigroup (C) 0.2 $256k 3.5k 73.02
Spdr Nuveen Blmbrg Brclys Hg Etf Etf (HYMB) 0.2 $230k 3.9k 59.29
Vanguard Total International Bnd Etf Etf (BNDX) 0.2 $202k 3.5k 57.24
Nuveen Muni Value Fund (NUV) 0.2 $190k 17k 11.12
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $169k 11k 14.80
Nuveen Select Maturity M Sh Ben Int (NIM) 0.1 $132k 12k 10.73
Pioneer Municipal High Income Trust (MHI) 0.1 $129k 10k 12.46
Amarin Corp Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (AMRN) 0.1 $73k 12k 6.24