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
$248M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$443K
3
+$227K
4
MPC icon
Marathon Petroleum
MPC
+$208K
5
VT icon
Vanguard Total World Stock ETF
VT
+$142K

Top Sells

1
+$1.06M
2
+$594K
3
+$539K
4
VTV icon
Vanguard Value ETF
VTV
+$436K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$316K

Sector Composition

1 Technology 13.23%
2 Healthcare 4.55%
3 Financials 2.08%
4 Utilities 1.46%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$523K 0.21%
4,735
52
$523K 0.21%
2,098
-56
53
$521K 0.21%
3,386
-6
54
$499K 0.2%
11,228
-129
55
$481K 0.19%
13,950
56
$477K 0.19%
2,253
+11
57
$476K 0.19%
2,201
58
$471K 0.19%
3,170
+2
59
$455K 0.18%
9,383
60
$453K 0.18%
42,777
61
$451K 0.18%
4,241
-167
62
$443K 0.18%
+1,142
63
$425K 0.17%
5,922
64
$414K 0.17%
1,862
65
$409K 0.17%
3,738
-411
66
$407K 0.16%
2,558
+37
67
$400K 0.16%
14,010
68
$397K 0.16%
1,032
+20
69
$386K 0.16%
10,270
70
$364K 0.15%
18,927
+135
71
$360K 0.15%
1,291
72
$359K 0.14%
1,047
+19
73
$350K 0.14%
2,749
+60
74
$341K 0.14%
2,456
75
$339K 0.14%
6,493
+622
1 2
3
4 5