HWAM
Hennion & Walsh Asset Management Portfolio holdings
AUM
$2.76B
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
AUM
$2.48B
AUM Growth
+$226M
(+10%)
Holding
956
Top Buys
| 1 | +$21.5M | |
| 2 | +$17.8M | |
| 3 | +$7.17M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$5.65M |
| 5 |
iShares International Select Dividend ETF
IDV
|
+$5.46M |
Top Sells
| 1 | +$29.4M | |
| 2 | +$15.3M | |
| 3 | +$2.72M | |
| 4 |
Rhythm Pharmaceuticals
RYTM
|
+$2.44M |
| 5 |
Avidity Biosciences
RNA
|
+$1.84M |
Sector Composition
| 1 | Technology | 12.6% |
| 2 | Financials | 10.31% |
| 3 | Healthcare | 9.29% |
| 4 | Industrials | 6.6% |
| 5 | Consumer Discretionary | 3.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Marathon Digital Holdings
MARA
$7.24B
| – | – |
-17,782
|
|
||
952
lululemon athletica
LULU
$21.1B
| – | – |
-738
|
|
||
|
JHI
953
John Hancock Investors Trust
JHI
$120M
| – | – |
-48,404
|
|
||
954
Invesco
IVZ
$10.3B
| – | – |
-15,928
|
|
||
955
Insmed
INSM
$33.7B
| – | – |
-35,704
|
|
||
956
Interactive Brokers
IBKR
$30.6B
| – | – |
-9,528
|
|