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
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.79M
3
+$1.47M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$715K

Top Sells

1
+$24.1M
2
+$10.6M
3
+$5.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
NVDA icon
NVIDIA
NVDA
+$741K

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
-309
77
$239K 0.11%
1,122
+70
78
$234K 0.11%
622
-479
79
$230K 0.11%
1,825
-846
80
$222K 0.1%
947
-23
81
$86K 0.04%
13,952
82
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83
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84
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85
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86
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87
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88
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89
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91
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93
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95
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96
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1 2 3
4