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
$229M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$138K
3
+$108K
4
XOM icon
Exxon Mobil
XOM
+$73.7K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$73.2K

Top Sells

1
+$1.95M
2
+$1.76M
3
+$1.21M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.03M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.02M

Sector Composition

1 Technology 11.72%
2 Healthcare 4.56%
3 Financials 1.94%
4 Utilities 1.61%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.21%
47,407
52
$446K 0.19%
1,569
+35
53
$437K 0.19%
2,460
-39
54
$426K 0.19%
16,521
-7,338
55
$420K 0.18%
1,962
-114
56
$417K 0.18%
1,842
+27
57
$414K 0.18%
13,712
-110
58
$413K 0.18%
4,794
+756
59
$405K 0.18%
4,642
+845
60
$375K 0.16%
2,967
-75
61
$374K 0.16%
10,270
62
$362K 0.16%
9,383
-14
63
$349K 0.15%
22,779
-2,058
64
$327K 0.14%
1,011
+14
65
$327K 0.14%
1,391
+4
66
$325K 0.14%
2,422
-6
67
$322K 0.14%
2,456
68
$320K 0.14%
4,105
69
$319K 0.14%
6,610
-2,593
70
$308K 0.13%
1,577
-23
71
$306K 0.13%
2,710
+430
72
$303K 0.13%
1,315
+214
73
$284K 0.12%
2,094
-309
74
$283K 0.12%
3,300
75
$280K 0.12%
2,895
+166
1 2
3
4 5