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
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.79M
3
+$1.47M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$715K

Top Sells

1
+$24.1M
2
+$10.6M
3
+$5.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
NVDA icon
NVIDIA
NVDA
+$741K

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
+89
52
$452K 0.21%
5,160
-400
53
$438K 0.2%
1,887
+110
54
$427K 0.2%
2,645
+109
55
$415K 0.19%
1,561
-693
56
$401K 0.19%
2,885
-65
57
$401K 0.19%
9,719
-256
58
$398K 0.18%
2,613
+61
59
$387K 0.18%
4,420
-400
60
$382K 0.18%
1,090
-25
61
$371K 0.17%
741
+15
62
$355K 0.16%
4,108
63
$354K 0.16%
3,236
+957
64
$328K 0.15%
10,309
+39
65
$307K 0.14%
1,336
-1,170
66
$300K 0.14%
4,147
-38
67
$300K 0.14%
5,139
-34
68
$284K 0.13%
5,417
-653
69
$280K 0.13%
4,764
-927
70
$276K 0.13%
4,903
-3,047
71
$267K 0.12%
5,110
-14,190
72
$266K 0.12%
8,768
-1,183
73
$260K 0.12%
4,715
-59
74
$250K 0.12%
+1,924
75
$242K 0.11%
1,231
+437
1 2
3
4