HWAM
Hennion & Walsh Asset Management Portfolio holdings
AUM
$2.48B
This Quarter Return
-3.18%
1 Year Return
+14.59%
3 Year Return
+61.58%
5 Year Return
–
10 Year Return
–
AUM
$1.57B
AUM Growth
+$1.57B
(-7%)
Cap. Flow
-$28.4M
Cap. Flow
% of AUM
-1.81%
Top 10 Holdings %
Top 10 Hldgs %
17.86%
Holding
854
New
57
Increased
322
Reduced
405
Closed
55
Top Buys
Top Sells
Sector Composition
1 | Healthcare | 12.25% |
2 | Financials | 9.89% |
3 | Technology | 8.65% |
4 | Industrials | 4.95% |
5 | Consumer Discretionary | 4.24% |