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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
751
-8,217
752
-5,432
753
-7,475
754
-6,380
755
-1,662
756
-4,606
757
-2,192
758
-11,460
759
-23,667
760
-13,700
761
-4,112
762
-374,529
763
-323,937
764
-9,123
765
-7,412
766
-18,911
767
-134,806
768
-33,917
769
-19,735
770
-25,228
771
-6,323
772
-15,107
773
-22,252
774
-22,175
775
-11,185