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  Name: Sightline Wealth Advisors LLC
  City: GROTON
  State: CT
  Zip: 06340
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $151,812,000
  Total Value Change : $20,288,000
  Securities Held Change : 3
   
All Securities Held : 76
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 45
  Unchanged Positions : 7
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOOV)1 Year Chart         VOOV Vanguard S&P 500 Value Etf 44 - $178.50 $541,000 3,000 0.36% 37,000 0 0.024    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 51 - $43.05 $410,000 9,980 0.27% 9,000 0 0    Closed - End Fund - E...
   (NWL)1 Year Chart         NWL Newell Rubbermaid Inc 56 - $8.71 $324,000 40,335 0.21% -26,000 0 0.01    Housewares & Accessories
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 60 - $254.37 $286,000 1,097 0.19% 21,000 0 0.002    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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