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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$34.7M
3
+$21M
4
AAPL icon
Apple
AAPL
+$14.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.26M

Top Sells

No sells this quarter

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
51
$462K 0.21%
+2,113
52
$452K 0.21%
+5,160
53
$438K 0.2%
+1,887
54
$427K 0.2%
+2,645
55
$415K 0.19%
+1,561
56
$401K 0.19%
+2,885
57
$401K 0.19%
+9,719
58
$398K 0.18%
+2,613
59
$387K 0.18%
+4,420
60
$382K 0.18%
+1,090
61
$371K 0.17%
+741
62
$355K 0.16%
+4,108
63
$354K 0.16%
+3,236
64
$328K 0.15%
+10,309
65
$307K 0.14%
+1,336
66
$300K 0.14%
+4,147
67
$300K 0.14%
+5,139
68
$284K 0.13%
+5,417
69
$280K 0.13%
+4,764
70
$276K 0.13%
+4,903
71
$267K 0.12%
+20,440
72
$266K 0.12%
+8,768
73
$260K 0.12%
+4,715
74
$250K 0.12%
+1,924
75
$242K 0.11%
+1,231
1 2
3
4