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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
$1.61B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 13.88%
2 Financials 10.38%
3 Technology 9.18%
4 Industrials 5.61%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
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777
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779
-7,353
780
-28,750
781
-12,318
782
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783
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784
-5,646
785
-7,455
786
-1,095
787
-24,288
788
-11,189
789
-19,343
790
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791
-2,971
792
-23,700
793
-5,630
794
-2,381
795
-4,388
796
-11,980
797
-4,042
798
-15,156
799
-13,616
800
-3,266