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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
1 Year Est. Return
+26.71%
AUM
$1.57B
AUM Growth
-$118M
(-7%)
Holding
854
Top Buys
| 1 | +$20.4M | |
| 2 | +$2.51M | |
| 3 | +$2.5M | |
| 4 |
Invesco Municipal Opportunity Trust
VMO
|
+$2.5M |
| 5 |
DMB
BNY Mellon Municipal Bond Infrastructure Fund
DMB
|
+$2.28M |
Top Sells
| 1 | +$20.5M | |
| 2 | +$4.42M | |
| 3 | +$4.06M | |
| 4 |
EIM
Eaton Vance Municipal Bond Fund
EIM
|
+$3.28M |
| 5 |
ISEE
IVERIC bio, Inc. Common Stock
ISEE
|
+$3.08M |
Sector Composition
| 1 | Healthcare | 12.25% |
| 2 | Financials | 10.1% |
| 3 | Technology | 8.65% |
| 4 | Industrials | 4.97% |
| 5 | Consumer Discretionary | 4.24% |