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
$236M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$2.23M
3
+$916K
4
JPM icon
JPMorgan Chase
JPM
+$604K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$507K

Top Sells

1
+$718K
2
+$480K
3
+$351K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$250K
5
DHR icon
Danaher
DHR
+$242K

Sector Composition

1 Technology 10.89%
2 Healthcare 2.52%
3 Communication Services 2.22%
4 Financials 2.16%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.11%
20,160
-280
77
$258K 0.11%
4,725
+10
78
$257K 0.11%
4,416
-348
79
$246K 0.1%
+5,436
80
$240K 0.1%
+1,070
81
$235K 0.1%
+3,244
82
$231K 0.1%
+907
83
$229K 0.1%
+1,617
84
$220K 0.09%
1,012
-110
85
$218K 0.09%
898
-49
86
$208K 0.09%
+2,682
87
$200K 0.08%
+8,303
88
$140K 0.06%
+2,139
89
$107K 0.05%
13,952
90
– –
-1,231
91
– –
-1,531
92
– –
-1,924
1 2 3
4