HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$34.7M
3
+$21M
4
AAPL icon
Apple
AAPL
+$14.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.59%
2 Communication Services 2.27%
3 Industrials 2.02%
4 Financials 1.67%
5 Utilities 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.57%
+6,794
27
$938K 0.43%
+6,420
28
$931K 0.43%
+11,931
29
$917K 0.42%
+6,493
30
$898K 0.42%
+41,362
31
$879K 0.41%
+19,120
32
$878K 0.41%
+3,643
33
$860K 0.4%
+25,950
34
$822K 0.38%
+6,465
35
$756K 0.35%
+4,806
36
$749K 0.35%
+52,907
37
$742K 0.34%
+1,373
38
$635K 0.29%
+1,554
39
$623K 0.29%
+2,282
40
$617K 0.29%
+7,438
41
$616K 0.29%
+2,619
42
$613K 0.28%
+7,092
43
$545K 0.25%
+1,528
44
$541K 0.25%
+5,964
45
$531K 0.25%
+4,494
46
$523K 0.24%
+4,735
47
$517K 0.24%
+3,780
48
$483K 0.22%
+1,805
49
$480K 0.22%
+1,531
50
$477K 0.22%
+1,882
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