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
$235M
AUM Growth
-$883K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$211K
3
+$210K
4
VT icon
Vanguard Total World Stock ETF
VT
+$160K
5
VZ icon
Verizon
VZ
+$82.4K

Top Sells

1
+$5.05M
2
+$3.97M
3
+$1.73M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.26M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$915K

Sector Composition

1 Technology 12.2%
2 Healthcare 2.78%
3 Financials 2.33%
4 Communication Services 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.11%
1,625
+8
77
$263K 0.11%
3,244
78
$262K 0.11%
5,580
+144
79
$261K 0.11%
2,252
-108
80
$244K 0.1%
4,353
+21
81
$244K 0.1%
1,058
-12
82
$242K 0.1%
2,639
-43
83
$229K 0.1%
1,043
+31
84
$224K 0.1%
+974
85
$211K 0.09%
+4,243
86
$210K 0.09%
+1,864
87
$202K 0.09%
8,262
-41
88
$148K 0.06%
13,952
89
$142K 0.06%
2,120
-19
90
– –
-907
91
– –
-6,682
92
– –
-4,725
1 2 3
4