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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
$1.9B
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 16.07%
2 Technology 11.15%
3 Financials 8.93%
4 Consumer Discretionary 4.97%
5 Industrials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-489,112
727
-191,298
728
-10,962
729
-13,749
730
-6,503
731
-13,557
732
-4,983
733
-6,825
734
-7,859
735
-59,471
736
-6,686
737
-1,429
738
-14,751
739
-4,052
740
-9,676
741
-21,828
742
-11,643
743
-12,718
744
-31,060
745
-18,775
746
-3,600
747
-18,256
748
-1,056,907
749
-83,087
750
-13,568