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
$298M
AUM Growth
+$81.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$11.1M
3
+$10.2M
4
AAPL icon
Apple
AAPL
+$7.22M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.39M

Top Sells

1
+$6.61M
2
+$3.93M
3
+$2.42M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.59M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.14M

Sector Composition

1 Technology 12.22%
2 Healthcare 2.45%
3 Financials 1.99%
4 Communication Services 1.7%
5 Consumer Discretionary 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.22%
47,407
-5,500
52
$663K 0.22%
7,957
+865
53
$637K 0.21%
2,633
+1,297
54
$632K 0.21%
1,098
+476
55
$632K 0.21%
1,239
+149
56
$628K 0.21%
6,298
+334
57
$616K 0.21%
1,194
-360
58
$580K 0.19%
7,440
+2
59
$577K 0.19%
32,329
-9,033
60
$570K 0.19%
13,825
+5,057
61
$564K 0.19%
1,962
+80
62
$553K 0.19%
14,760
+1,030
63
$548K 0.18%
2,464
+182
64
$544K 0.18%
19,940
+14,830
65
$534K 0.18%
2,410
+297
66
$533K 0.18%
1,491
-37
67
$522K 0.18%
4,735
68
$480K 0.16%
9,203
+4,300
69
$472K 0.16%
+9,397
70
$454K 0.15%
2,974
+89
71
$443K 0.15%
973
+232
72
$420K 0.14%
1,692
-113
73
$419K 0.14%
10,270
-39
74
$413K 0.14%
2,456
-189
75
$410K 0.14%
+5,051
1 2
3
4 5