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
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.79M
3
+$1.47M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$715K

Top Sells

1
+$24.1M
2
+$10.6M
3
+$5.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
NVDA icon
NVIDIA
NVDA
+$741K

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
+277
27
$938K 0.43%
6,420
+14
28
$931K 0.43%
11,385
-728
29
$917K 0.42%
6,493
+986
30
$898K 0.42%
41,362
+6,747
31
$879K 0.41%
19,120
-565
32
$878K 0.41%
3,643
-442
33
$860K 0.4%
25,769
-56
34
$822K 0.38%
6,465
-2,873
35
$756K 0.35%
4,806
-13,496
36
$749K 0.35%
52,907
37
$742K 0.34%
1,373
+81
38
$635K 0.29%
1,554
+360
39
$623K 0.29%
2,282
-125
40
$617K 0.29%
7,438
-469
41
$616K 0.29%
2,619
+165
42
$613K 0.28%
7,092
-786
43
$545K 0.25%
1,528
+215
44
$541K 0.25%
5,964
+183
45
$531K 0.25%
4,494
-51
46
$523K 0.24%
4,735
47
$517K 0.24%
3,780
-390
48
$483K 0.22%
1,805
+73
49
$480K 0.22%
+1,531
50
$477K 0.22%
1,882
-205
1
2
3 4