Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sightline Wealth Advisors, Llc > Profile

Instuitional Investor - Sightline Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sightline Wealth Advisors, Llc
Portfolio Value $131,522,247
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 159,971 $25,243,410 19.19%
2.
Schwab Strategic Trust
 FNDF 254,919 $9,421,805 7.16%
3.
Vanguard Index Fds
 55,049 $8,229,838 6.25%
4.
Schwab Strategic Trust
 FNDF 108,104 $8,142,420 6.19%
5.
Vanguard Bond Index Funds
 BND 105,670 $7,772,063 5.9%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)