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
$248M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$443K
3
+$227K
4
MPC icon
Marathon Petroleum
MPC
+$208K
5
VT icon
Vanguard Total World Stock ETF
VT
+$142K

Top Sells

1
+$1.06M
2
+$594K
3
+$539K
4
VTV icon
Vanguard Value ETF
VTV
+$436K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$316K

Sector Composition

1 Technology 13.23%
2 Healthcare 4.55%
3 Financials 2.08%
4 Utilities 1.46%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.53%
10,010
+220
27
$1.25M 0.5%
50,491
-3,883
28
$1.19M 0.48%
24,928
-2,268
29
$1.11M 0.45%
15,499
-199
30
$1.06M 0.43%
+4,144
31
$924K 0.37%
12,522
+760
32
$830K 0.33%
2,691
+27
33
$823K 0.33%
1,196
34
$801K 0.32%
3,279
-445
35
$746K 0.3%
3,598
+182
36
$738K 0.3%
4,649
-142
37
$730K 0.29%
2,475
+30
38
$721K 0.29%
6,941
-146
39
$680K 0.27%
31,316
40
$673K 0.27%
6,490
-215
41
$652K 0.26%
6,512
+64
42
$643K 0.26%
2,661
-4
43
$629K 0.25%
22,650
-110
44
$622K 0.25%
4,087
-26
45
$590K 0.24%
1,250
-19
46
$586K 0.24%
18,204
-316
47
$586K 0.24%
1,614
+4
48
$569K 0.23%
1,146
+1
49
$551K 0.22%
2,445
+27
50
$542K 0.22%
5,949
-1,238
1
2
3 4 5