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
$235M
AUM Growth
-$883K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$211K
3
+$210K
4
VT icon
Vanguard Total World Stock ETF
VT
+$160K
5
VZ icon
Verizon
VZ
+$82.4K

Top Sells

1
+$5.05M
2
+$3.97M
3
+$1.73M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.26M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$915K

Sector Composition

1 Technology 12.2%
2 Healthcare 2.78%
3 Financials 2.33%
4 Communication Services 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$523K 0.22%
4,735
52
$522K 0.22%
1,800
-5
53
$518K 0.22%
4,043
54
$495K 0.21%
1,357
+4
55
$484K 0.21%
1,741
-34
56
$474K 0.2%
5,767
-1,628
57
$465K 0.2%
1,988
+80
58
$459K 0.2%
2,645
59
$451K 0.19%
1,126
-12
60
$437K 0.19%
1,105
-4
61
$429K 0.18%
732
-42
62
$408K 0.17%
9,897
+1,034
63
$394K 0.17%
2,921
-91
64
$388K 0.17%
19,400
-760
65
$374K 0.16%
2,671
+104
66
$366K 0.16%
2,559
-49
67
$355K 0.15%
6,223
-314
68
$346K 0.15%
10,270
-49
69
$338K 0.14%
1,758
+227
70
$337K 0.14%
6,353
-153
71
$330K 0.14%
4,108
72
$330K 0.14%
5,885
+1,469
73
$312K 0.13%
5,173
74
$299K 0.13%
4,167
75
$277K 0.12%
949
+51
1 2
3
4