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HWAM

Hennion & Walsh Asset Management Portfolio holdings

AUM $2.97B
1-Year Est. Return 26.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 16.25%
2 Technology 11.16%
3 Financials 8.33%
4 Consumer Discretionary 5.43%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-12,719
727
-4,003
728
-4,533
729
-13,386
730
-20,352
731
-10,126
732
-45,717
733
-20,394
734
-3,422
735
-9,230
736
-78,842
737
-1,957
738
-328,283
739
-32,622
740
-3,673
741
-632,866
742
-33,878
743
-23,659
744
-10,725
745
-10,364
746
-36,030
747
-12,659
748
-27,212
749
-2,392
750
-1,134