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
$216M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$54.6M
2 +$34.7M
3 +$21M
4
AAPL icon
Apple
AAPL
+$14.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.59%
2 Communication Services 2.27%
3 Industrials 2.02%
4 Financials 1.67%
5 Utilities 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$241K 0.11%
+1,471
77
$239K 0.11%
+1,122
78
$234K 0.11%
+622
79
$230K 0.11%
+1,909
80
$222K 0.1%
+947
81
$86K 0.04%
+13,952