HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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 13.97%
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
WEN icon
2176
Wendy's
WEN
$1.53B
$893K ﹤0.01%
97,534
+33,726
SWKS icon
2177
Skyworks Solutions
SWKS
$9.34B
$893K ﹤0.01%
11,599
+2,333
HODL icon
2178
VanEck Bitcoin Trust
HODL
$1.29B
$892K ﹤0.01%
27,565
+5,436
EQR icon
2179
Equity Residential
EQR
$24.3B
$890K ﹤0.01%
13,754
+63
WEX icon
2180
WEX
WEX
$5.45B
$888K ﹤0.01%
5,635
+354
AAON icon
2181
Aaon
AAON
$7.87B
$885K ﹤0.01%
9,471
-2,435
CBNA
2182
Chain Bridge Bancorp
CBNA
$241M
$883K ﹤0.01%
26,980
GIL icon
2183
Gildan
GIL
$13.2B
$881K ﹤0.01%
15,246
-329
DY icon
2184
Dycom Industries
DY
$12B
$881K ﹤0.01%
3,020
+709
GNW icon
2185
Genworth Financial
GNW
$3.61B
$881K ﹤0.01%
98,981
+71,800
PBA icon
2186
Pembina Pipeline
PBA
$24.8B
$880K ﹤0.01%
21,755
-3,591
AVA icon
2187
Avista
AVA
$3.38B
$878K ﹤0.01%
23,232
+327
BOKF icon
2188
BOK Financial
BOKF
$8.28B
$877K ﹤0.01%
7,872
-60
HIMU
2189
iShares High Yield Muni Active ETF
HIMU
$2.5B
$874K ﹤0.01%
17,761
+5,309
KRMA icon
2190
Global X Conscious Companies ETF
KRMA
$119M
$870K ﹤0.01%
20,155
-331
VVV icon
2191
Valvoline
VVV
$4.78B
$868K ﹤0.01%
24,171
-3,288
EOI
2192
Eaton Vance Enhanced Equity Income Fund
EOI
$842M
$867K ﹤0.01%
41,277
-2,076
BROS icon
2193
Dutch Bros
BROS
$7.25B
$865K ﹤0.01%
16,529
-1,725
GFS icon
2194
GlobalFoundries
GFS
$23.8B
$863K ﹤0.01%
24,086
+8,721
PI icon
2195
Impinj
PI
$3.49B
$861K ﹤0.01%
4,763
-21
EALT icon
2196
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$170M
$860K ﹤0.01%
24,900
ECOW icon
2197
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$160M
$858K ﹤0.01%
35,106
+21
COMP icon
2198
Compass
COMP
$8.89B
$855K ﹤0.01%
106,534
-15,439
IAPR icon
2199
Innovator International Developed Power Buffer ETF April
IAPR
$232M
$855K ﹤0.01%
28,426
-4,432
VABS icon
2200
Virtus Newfleet ABS/MBS ETF
VABS
$82.9M
$854K ﹤0.01%
35,120
+489
86 87
88
89 90