HWAM

Hennion & Walsh Asset Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 17.8%
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Sells

1 +$8.48M
2 +$7.58M
3 +$6.45M
4
MHD icon
BlackRock MuniHoldings Fund
MHD
+$4.51M
5
UNG icon
United States Natural Gas Fund
UNG
+$4.22M

Sector Composition

1 Healthcare 13.55%
2 Financials 10.54%
3 Technology 7.84%
4 Industrials 5.75%
5 Consumer Staples 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-15,636