We are live on ! Find out more
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
$1.95B
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 12.06%
2 Technology 11.48%
3 Financials 10.38%
4 Industrials 5.29%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-10,311
852
-3,482
853
-2,137
854
-13,689
855
-11,212
856
-2,245
857
-5,917
858
-10,491
859
-9,702
860
-16,885
861
-4,889
862
-3,637
863
-4,895
864
-7,307
865
-40,558
866
-392,981
867
-614,703
868
-1,783
869
-730
870
-2,703
871
-4,441
872
-3,870
873
-32,577
874
-1,655
875
-20,588