HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
51
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$325M 0.37%
5,990,927
+1,125,803
SCHM icon
52
Schwab US Mid-Cap ETF
SCHM
$12.3B
$320M 0.36%
10,782,575
+198,793
CAT icon
53
Caterpillar
CAT
$282B
$316M 0.36%
662,733
-3,586
MA icon
54
Mastercard
MA
$490B
$310M 0.35%
544,282
-1,768
SPYM
55
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.1B
$302M 0.34%
3,850,873
+10,977
VGT icon
56
Vanguard Information Technology ETF
VGT
$114B
$301M 0.34%
402,550
+34,362
VO icon
57
Vanguard Mid-Cap ETF
VO
$90.2B
$300M 0.34%
1,019,573
+149,379
BND icon
58
Vanguard Total Bond Market
BND
$144B
$297M 0.34%
3,990,437
+227,732
BX icon
59
Blackstone
BX
$118B
$295M 0.34%
1,727,810
+23,640
WMT icon
60
Walmart
WMT
$917B
$295M 0.33%
2,860,254
+59,906
VEU icon
61
Vanguard FTSE All-World ex-US ETF
VEU
$53B
$291M 0.33%
4,082,224
+336,537
WFC icon
62
Wells Fargo
WFC
$282B
$288M 0.33%
3,431,334
+229,537
VZ icon
63
Verizon
VZ
$176B
$285M 0.32%
6,475,940
+143,014
UMI icon
64
USCF Midstream Energy Income Fund
UMI
$400M
$280M 0.32%
5,458,534
+232,773
DIS icon
65
Walt Disney
DIS
$188B
$265M 0.3%
2,315,200
-59,760
QUAL icon
66
iShares MSCI USA Quality Factor ETF
QUAL
$48.4B
$260M 0.3%
1,338,447
-4,205
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$52.9B
$260M 0.29%
8,132,749
+235,705
DGRW icon
68
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$259M 0.29%
2,914,632
+65,514
RSP icon
69
Invesco S&P 500 Equal Weight ETF
RSP
$75B
$257M 0.29%
1,354,361
-17,433
IAU icon
70
iShares Gold Trust
IAU
$65.6B
$255M 0.29%
3,509,779
+76,150
SPYG icon
71
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.4B
$248M 0.28%
2,373,083
+57,888
ABT icon
72
Abbott
ABT
$217B
$246M 0.28%
1,838,381
-35,569
IVW icon
73
iShares S&P 500 Growth ETF
IVW
$67.2B
$241M 0.27%
1,998,086
+122,450
VXUS icon
74
Vanguard Total International Stock ETF
VXUS
$115B
$241M 0.27%
3,280,962
+1,432,968
MS icon
75
Morgan Stanley
MS
$281B
$239M 0.27%
1,526,862
+62,753
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