HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Return 17.44%
This Quarter Return
+14.27%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$24B
AUM Growth
+$3.29B
Cap. Flow
+$976M
Cap. Flow %
4.07%
Top 10 Hldgs %
21.51%
Holding
2,755
New
426
Increased
1,244
Reduced
597
Closed
366

Sector Composition

1 Technology 16.44%
2 Financials 12.12%
3 Healthcare 8.51%
4 Consumer Discretionary 7.09%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DEM icon
2651
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.1B
-18,611
Closed -$658K
DES icon
2652
WisdomTree US SmallCap Dividend Fund
DES
$1.91B
-34,167
Closed -$717K
DGRS icon
2653
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$377M
-39,877
Closed -$1.21M
DGRW icon
2654
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
-1,323,175
Closed -$65.6M
DGS icon
2655
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.62B
-14,311
Closed -$591K
DHS icon
2656
WisdomTree US High Dividend Fund
DHS
$1.29B
-25,684
Closed -$1.6M
DIS icon
2657
Walt Disney
DIS
$213B
-651,378
Closed -$80.7M
DLN icon
2658
WisdomTree US LargeCap Dividend Fund
DLN
$5.27B
-36,794
Closed -$1.79M
DLS icon
2659
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
-4,160
Closed -$249K
DOG icon
2660
ProShares Short Dow30
DOG
$120M
-19,192
Closed -$840K
DON icon
2661
WisdomTree US MidCap Dividend Fund
DON
$3.82B
-46,969
Closed -$1.36M
DQ
2662
Daqo New Energy
DQ
$1.81B
-11,390
Closed -$301K
DTD icon
2663
WisdomTree US Total Dividend Fund
DTD
$1.44B
-193,422
Closed -$9.08M
DTH icon
2664
WisdomTree International High Dividend Fund
DTH
$478M
-6,140
Closed -$203K
DTIL icon
2665
Precision BioSciences
DTIL
$58.3M
-613
Closed -$113K
DVYE icon
2666
iShares Emerging Markets Dividend ETF
DVYE
$900M
-6,596
Closed -$200K
DWM icon
2667
WisdomTree International Equity Fund
DWM
$591M
-15,676
Closed -$711K
DXJ icon
2668
WisdomTree Japan Hedged Equity Fund
DXJ
$3.77B
-10,193
Closed -$500K
EAD
2669
Allspring Income Opportunities Fund
EAD
$419M
-15,364
Closed -$112K
EAT icon
2670
Brinker International
EAT
$7.15B
-6,418
Closed -$274K
EDV icon
2671
Vanguard World Funds Extended Duration ETF
EDV
$3.54B
-3,721
Closed -$615K
EES icon
2672
WisdomTree US SmallCap Earnings Fund
EES
$634M
-43,623
Closed -$1.3M
EMD
2673
Western Asset Emerging Markets Debt Fund
EMD
$599M
-12,590
Closed -$155K
EMX
2674
EMX Royalty
EMX
$414M
-17,521
Closed -$46K
ESGV icon
2675
Vanguard ESG US Stock ETF
ESGV
$11.2B
-8,661
Closed -$535K