HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$2.23M
3
+$916K
4
JPM icon
JPMorgan Chase
JPM
+$604K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$507K

Top Sells

1
+$718K
2
+$480K
3
+$351K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$250K
5
DHR icon
Danaher
DHR
+$242K

Sector Composition

1 Technology 10.89%
2 Healthcare 2.52%
3 Communication Services 2.22%
4 Financials 2.16%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.67%
10,433
+3,968
27
$1.54M 0.65%
8,551
28
$1.25M 0.53%
5,016
+3,680
29
$1.25M 0.53%
6,759
-35
30
$1.04M 0.44%
6,436
+16
31
$993K 0.42%
4,085
+442
32
$961K 0.41%
13,062
+1,131
33
$956K 0.41%
18,360
-760
34
$956K 0.41%
41,824
+462
35
$955K 0.41%
6,493
36
$927K 0.39%
38,924
37
$819K 0.35%
52,907
38
$709K 0.3%
2,323
+762
39
$705K 0.3%
2,394
+112
40
$691K 0.29%
13,240
-490
41
$659K 0.28%
11,805
+2,086
42
$637K 0.27%
4,206
+426
43
$623K 0.26%
1,554
44
$612K 0.26%
7,093
+1
45
$608K 0.26%
7,395
-43
46
$569K 0.24%
5,982
+18
47
$552K 0.23%
5,340
+180
48
$540K 0.23%
2,427
-192
49
$523K 0.22%
4,735
50
$515K 0.22%
4,523
+29
1
2
3 4