- New Purchases: NIM, AMRN,
- Added Positions: GBIL, SRLN, IXUS, SCHA, FIVG, IWM, VWO, FLOT, AOA,
- Reduced Positions: RSP, SCHE, SCHF, SCHM, SPSM, ARKK, SPY, FTEC, QQQ, NEA, SCHZ, MHI, BNDX, FDN, IWB, KWEB, VTV, PFE, ARKG, IWF, HYMB, VEA, MSFT,
- Sold Out: DIV, SHM, NXQ,
For the details of Sightline Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sightline+wealth+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Sightline Wealth Advisors, LLC- Invesco S&P 500 Equal Weight ETF (RSP) - 130,181 shares, 17.58% of the total portfolio. Shares reduced by 5.17%
- Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) - 155,172 shares, 14.79% of the total portfolio. Shares added by 28.51%
- Schwab International Equity ETF (SCHF) - 221,225 shares, 7.93% of the total portfolio. Shares reduced by 7.62%
- Schwab U.S. Mid-Cap ETF (SCHM) - 104,312 shares, 7.42% of the total portfolio. Shares reduced by 7.58%
- Schwab U.S. Small-Cap ETF (SCHA) - 67,995 shares, 6.48% of the total portfolio. Shares added by 1.64%
Sightline Wealth Advisors, LLC initiated holding in Nuveen Select Maturities Municipal Fund. The purchase prices were between $10.23 and $10.91, with an estimated average price of $10.6. The stock is now traded at around $10.821600. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,300 shares as of 2021-03-31.
New Purchase: Amarin Corp PLC (AMRN)Sightline Wealth Advisors, LLC initiated holding in Amarin Corp PLC. The purchase prices were between $5.03 and $8.8, with an estimated average price of $6.74. The stock is now traded at around $4.605000. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,700 shares as of 2021-03-31.
Added: Goldman Sachs Access Treasury 0-1 Year ETF (GBIL)Sightline Wealth Advisors, LLC added to a holding in Goldman Sachs Access Treasury 0-1 Year ETF by 28.51%. The purchase prices were between $100.12 and $100.14, with an estimated average price of $100.13. The stock is now traded at around $100.121500. The impact to a portfolio due to this purchase was 3.28%. The holding were 155,172 shares as of 2021-03-31.
Added: SPDR Blackstone Senior Loan ETF (SRLN)Sightline Wealth Advisors, LLC added to a holding in SPDR Blackstone Senior Loan ETF by 160.60%. The purchase prices were between $45.08 and $45.74, with an estimated average price of $45.57. The stock is now traded at around $45.845000. The impact to a portfolio due to this purchase was 1.31%. The holding were 48,813 shares as of 2021-03-31.
Sold Out: Global X SuperDividend U.S. ETF (DIV)Sightline Wealth Advisors, LLC sold out a holding in Global X SuperDividend U.S. ETF. The sale prices were between $16.52 and $19.25, with an estimated average price of $18.1.
Sold Out: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)Sightline Wealth Advisors, LLC sold out a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The sale prices were between $49.34 and $49.76, with an estimated average price of $49.56.
Sold Out: Nuveen Select Tax Free Income Port 2 (NXQ)Sightline Wealth Advisors, LLC sold out a holding in Nuveen Select Tax Free Income Port 2. The sale prices were between $15.47 and $16.58, with an estimated average price of $15.9.
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