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
$298M
AUM Growth
+$81.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$11.1M
3
+$10.2M
4
AAPL icon
Apple
AAPL
+$7.22M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.39M

Top Sells

1
+$6.61M
2
+$3.93M
3
+$2.42M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.59M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.14M

Sector Composition

1 Technology 12.22%
2 Healthcare 2.45%
3 Financials 1.99%
4 Communication Services 1.7%
5 Consumer Discretionary 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.63%
36,467
-5,253
27
$1.82M 0.61%
+32,416
28
$1.78M 0.6%
8,551
29
$1.78M 0.6%
69,814
+5,207
30
$1.54M 0.52%
8,750
-1,704
31
$1.32M 0.44%
9,688
+3,223
32
$1.26M 0.42%
24,004
-21,640
33
$1.23M 0.41%
+9,859
34
$1.18M 0.4%
38,737
+83
35
$1.04M 0.35%
+14,120
36
$1.03M 0.35%
19,275
+155
37
$1.03M 0.35%
3,724
+81
38
$1.02M 0.34%
7,466
+672
39
$991K 0.33%
12,078
+693
40
$969K 0.33%
2,697
+78
41
$956K 0.32%
2,708
+821
42
$882K 0.3%
6,340
+1,920
43
$869K 0.29%
+18,664
44
$867K 0.29%
5,348
-1,145
45
$855K 0.29%
6,120
+960
46
$844K 0.28%
+25,208
47
$817K 0.27%
9,896
+177
48
$816K 0.27%
6,556
+136
49
$763K 0.26%
2,550
+989
50
$684K 0.23%
4,118
+338
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