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
$247M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$430K
3
+$403K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$398K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$373K

Top Sells

1
+$8.17M
2
+$3.39M
3
+$2.88M
4
VTV icon
Vanguard Value ETF
VTV
+$1.51M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.45M

Sector Composition

1 Technology 15.34%
2 Healthcare 4.73%
3 Financials 3.72%
4 Consumer Discretionary 1.9%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.22%
2,337
-108
52
$549K 0.22%
3,386
53
$539K 0.22%
11,636
+408
54
$534K 0.22%
5,569
-380
55
$522K 0.21%
4,735
56
$517K 0.21%
15,745
-2,459
57
$501K 0.2%
1,026
-6
58
$497K 0.2%
2,165
-36
59
$482K 0.2%
5,407
-1,105
60
$469K 0.19%
1,002
-45
61
$464K 0.19%
4,025
-216
62
$459K 0.19%
9,383
63
$454K 0.18%
28,494
+9,567
64
$451K 0.18%
2,978
-192
65
$439K 0.18%
42,777
66
$431K 0.17%
5,922
67
$401K 0.16%
1,826
-36
68
$386K 0.16%
13,474
-536
69
$379K 0.15%
3,540
-198
70
$376K 0.15%
1,261
-30
71
$366K 0.15%
10,201
-69
72
$354K 0.14%
2,456
73
$334K 0.14%
6,405
74
$329K 0.13%
2,448
-110
75
$323K 0.13%
4,123
1 2
3
4 5