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
$233M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$389K
3
+$368K
4
AMT icon
American Tower
AMT
+$334K
5
HON icon
Honeywell
HON
+$293K

Top Sells

1
+$4.57M
2
+$1.85M
3
+$1.56M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.37M
5
VTV icon
Vanguard Value ETF
VTV
+$660K

Sector Composition

1 Technology 11.22%
2 Healthcare 4.23%
3 Financials 2.17%
4 Utilities 1.66%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.55%
27,196
-2,277
27
$1.26M 0.54%
54,374
+2,547
28
$1.2M 0.51%
14,262
-65
29
$1.03M 0.44%
15,698
+1,643
30
$844K 0.36%
11,762
-21,693
31
$822K 0.35%
2,664
-248
32
$797K 0.34%
3,724
33
$772K 0.33%
2,445
-310
34
$760K 0.33%
4,791
-1,542
35
$699K 0.3%
2,665
+14
36
$672K 0.29%
1,269
-177
37
$665K 0.29%
1,196
38
$656K 0.28%
20,877
-4,948
39
$628K 0.27%
7,087
+953
40
$623K 0.27%
4,113
41
$610K 0.26%
7,187
-2,101
42
$591K 0.25%
6,705
+508
43
$563K 0.24%
18,520
+1,999
44
$560K 0.24%
6,448
-689
45
$559K 0.24%
1,610
+41
46
$522K 0.22%
1,145
+32
47
$520K 0.22%
4,735
48
$515K 0.22%
3,392
-1,956
49
$502K 0.22%
2,418
-42
50
$499K 0.21%
11,357
-9,174
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