WNY Asset Management, LLC - Portfolio overview

WNY Asset Management, LLC has 277 reported holdings in this dataset, with the latest filing dated 2026-05-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGCP - CAPITAL GRP FIXED INCM ETF T, 9.59%
2. CGGR - CAPITAL GROUP GROWTH ETF, 7.40%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 6.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.