HWAM
Hennion & Walsh Asset Management Portfolio holdings
AUM
$2.48B
This Quarter Return
+12.39%
1 Year Return
+14.59%
3 Year Return
+61.58%
5 Year Return
–
10 Year Return
–
AUM
$1.62B
AUM Growth
+$1.62B
(+6.5%)
Cap. Flow
-$24.5M
Cap. Flow
% of AUM
-1.51%
Top 10 Holdings %
Top 10 Hldgs %
17.08%
Holding
826
New
61
Increased
334
Reduced
359
Closed
60
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 13.55% |
| 2 | Financials | 10.54% |
| 3 | Technology | 7.84% |
| 4 | Industrials | 5.78% |
| 5 | Consumer Staples | 4.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Mohawk Industries
MHK
$8.11B
| – | – |
-2,877
| Closed | -$262K |
|