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
$236M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$2.23M
3
+$916K
4
JPM icon
JPMorgan Chase
JPM
+$604K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$507K

Top Sells

1
+$718K
2
+$480K
3
+$351K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$250K
5
DHR icon
Danaher
DHR
+$242K

Sector Composition

1 Technology 10.89%
2 Healthcare 2.52%
3 Communication Services 2.22%
4 Financials 2.16%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$507K 0.22%
+4,043
52
$496K 0.21%
1,805
53
$490K 0.21%
1,906
+24
54
$482K 0.2%
1,353
-175
55
$476K 0.2%
4,620
+200
56
$453K 0.19%
1,775
-112
57
$425K 0.18%
2,645
58
$423K 0.18%
1,138
+48
59
$408K 0.17%
3,012
+127
60
$404K 0.17%
1,908
-205
61
$391K 0.17%
1,109
+487
62
$368K 0.16%
774
+33
63
$367K 0.16%
6,682
+1,779
64
$356K 0.15%
4,108
65
$354K 0.15%
6,537
+1,120
66
$346K 0.15%
2,608
-5
67
$343K 0.15%
8,863
+95
68
$336K 0.14%
+6,506
69
$334K 0.14%
10,319
+10
70
$327K 0.14%
2,567
+658
71
$312K 0.13%
4,167
+20
72
$307K 0.13%
5,173
+34
73
$289K 0.12%
1,531
+60
74
$283K 0.12%
2,360
-876
75
$277K 0.12%
+4,332
1 2
3
4