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
$298M
AUM Growth
+$81.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$11.1M
3
+$10.2M
4
AAPL icon
Apple
AAPL
+$7.22M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.39M

Top Sells

1
+$6.61M
2
+$3.93M
3
+$2.42M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.59M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.14M

Sector Composition

1 Technology 12.22%
2 Healthcare 2.45%
3 Financials 1.99%
4 Communication Services 1.7%
5 Consumer Discretionary 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.13%
+2,384
77
$368K 0.12%
+6,434
78
$362K 0.12%
4,105
-3
79
$354K 0.12%
7,557
+2,140
80
$346K 0.12%
2,263
-350
81
$319K 0.11%
1,741
+270
82
$319K 0.11%
2,691
-545
83
$315K 0.11%
+1,954
84
$314K 0.11%
+5,627
85
$313K 0.11%
5,173
+34
86
$311K 0.1%
2,389
+564
87
$310K 0.1%
3,279
-868
88
$308K 0.1%
+1,649
89
$290K 0.1%
+3,244
90
$288K 0.1%
+487
91
$285K 0.1%
+5,748
92
$281K 0.09%
+980
93
$280K 0.09%
+1,131
94
$274K 0.09%
5,377
+613
95
$262K 0.09%
+8,230
96
$255K 0.09%
980
-251
97
$236K 0.08%
+1,168
98
$234K 0.08%
+857
99
$231K 0.08%
+4,243
100
$229K 0.08%
1,176
+54
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4
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