HWAM
Hennion & Walsh Asset Management Portfolio holdings
AUM
$2.48B
1-Year Return
14.59%
This Quarter Return
+4.15%
1 Year Return
+14.59%
3 Year Return
+61.58%
5 Year Return
–
10 Year Return
–
AUM
$1.66B
AUM Growth
–
Cap. Flow
+$1.66B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
15.4%
Holding
693
New
693
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$43.2M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$33.6M |
| 3 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$31.1M |
| 4 |
BlackRock Municipal Income Trust
BFK
|
+$22.6M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$22.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 17.27% |
| 2 | Technology | 10.68% |
| 3 | Financials | 7.61% |
| 4 | Consumer Discretionary | 5.41% |
| 5 | Industrials | 4.6% |
