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
$235M
AUM Growth
-$883K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$211K
3
+$210K
4
VT icon
Vanguard Total World Stock ETF
VT
+$160K
5
VZ icon
Verizon
VZ
+$82.4K

Top Sells

1
+$5.05M
2
+$3.97M
3
+$1.73M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.26M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$915K

Sector Composition

1 Technology 12.2%
2 Healthcare 2.78%
3 Financials 2.33%
4 Communication Services 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.64%
9,591
-842
27
$1.22M 0.52%
4,996
-20
28
$1.22M 0.52%
6,910
+151
29
$1.16M 0.49%
6,671
-3,318
30
$1.11M 0.47%
4,085
31
$1.06M 0.45%
25,825
-125
32
$1.06M 0.45%
6,406
-30
33
$952K 0.41%
6,152
-341
34
$949K 0.4%
12,202
-860
35
$824K 0.35%
2,370
-24
36
$806K 0.34%
52,907
37
$760K 0.32%
34,966
-6,858
38
$751K 0.32%
11,912
+107
39
$727K 0.31%
2,280
-43
40
$687K 0.29%
5,480
+140
41
$683K 0.29%
1,560
+6
42
$680K 0.29%
1,287
-37
43
$666K 0.28%
4,200
-6
44
$649K 0.28%
12,080
-6,280
45
$602K 0.26%
6,991
-102
46
$599K 0.26%
2,088
+182
47
$598K 0.25%
5,905
-77
48
$584K 0.25%
2,577
+150
49
$579K 0.25%
4,740
+120
50
$523K 0.22%
4,531
+8
1
2
3 4