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
$229M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$138K
3
+$108K
4
XOM icon
Exxon Mobil
XOM
+$73.7K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$73.2K

Top Sells

1
+$1.95M
2
+$1.76M
3
+$1.21M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.03M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.02M

Sector Composition

1 Technology 11.72%
2 Healthcare 4.56%
3 Financials 1.94%
4 Utilities 1.61%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.61%
8,551
27
$1.37M 0.6%
29,535
-10,720
28
$1.21M 0.53%
3,397
-5
29
$1.03M 0.45%
9,835
+14
30
$1.02M 0.45%
51,827
-17,744
31
$908K 0.4%
6,333
-2,447
32
$854K 0.37%
25,825
33
$800K 0.35%
20,531
-15,294
34
$787K 0.34%
14,055
-65
35
$784K 0.34%
3,724
36
$778K 0.34%
2,912
+274
37
$760K 0.33%
2,755
+200
38
$730K 0.32%
1,446
+214
39
$723K 0.32%
9,288
+296
40
$723K 0.32%
5,348
41
$720K 0.31%
2,714
+2
42
$673K 0.29%
7,137
-164
43
$598K 0.26%
2,651
44
$593K 0.26%
6,197
-3
45
$590K 0.26%
6,134
+234
46
$585K 0.26%
1,196
47
$559K 0.24%
4,113
-5
48
$526K 0.23%
1,113
+32
49
$521K 0.23%
4,735
50
$490K 0.21%
11,180
-2,570
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