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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
This Quarter Est. Return
1 Year Est. Return
+26.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.02%
2 Healthcare 10.08%
3 Financials 9.4%
4 Industrials 7.55%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
-9,612
952
-34,396
953
-9,531
954
-36,798
955
-16,116
956
-468,923
957
-252,242
958
-36,653
959
-9,977
960
-582,546
961
-496,185
962
-840,599
963
-158,014
964
-110,531
965
-438,335
966
-31,265
967
-29,943
968
-51,910
969
-11,184
970
-4,201
971
-54,196
972
-6,303
973
-11,282
974
-2,164
975
-7,383