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
$233M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$389K
3
+$368K
4
AMT icon
American Tower
AMT
+$334K
5
HON icon
Honeywell
HON
+$293K

Top Sells

1
+$4.57M
2
+$1.85M
3
+$1.56M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.37M
5
VTV icon
Vanguard Value ETF
VTV
+$660K

Sector Composition

1 Technology 11.22%
2 Healthcare 4.23%
3 Financials 2.17%
4 Utilities 1.66%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.21%
4,408
-386
52
$480K 0.21%
3,168
+201
53
$464K 0.2%
14,010
+298
54
$459K 0.2%
2,154
+192
55
$457K 0.2%
4,149
-493
56
$453K 0.19%
42,777
-4,630
57
$444K 0.19%
1,862
+20
58
$441K 0.19%
2,201
+624
59
$430K 0.18%
9,383
60
$420K 0.18%
3,416
+702
61
$411K 0.18%
1,395
+4
62
$407K 0.17%
2,521
+99
63
$406K 0.17%
10,270
64
$389K 0.17%
+5,922
65
$376K 0.16%
1,028
+17
66
$358K 0.15%
2,456
67
$350K 0.15%
4,181
+76
68
$347K 0.15%
2,463
+235
69
$345K 0.15%
18,792
-3,987
70
$340K 0.15%
1,012
+12
71
$340K 0.15%
1,291
-24
72
$334K 0.14%
+1,580
73
$332K 0.14%
22,760
+3,040
74
$316K 0.14%
6,545
-4,635
75
$311K 0.13%
2,836
-59
1 2
3
4 5