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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
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
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)