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
$233M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$389K
3
+$368K
4
AMT icon
American Tower
AMT
+$334K
5
HON icon
Honeywell
HON
+$293K

Top Sells

1
+$4.57M
2
+$1.85M
3
+$1.56M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.37M
5
VTV icon
Vanguard Value ETF
VTV
+$660K

Sector Composition

1 Technology 11.22%
2 Healthcare 4.23%
3 Financials 2.17%
4 Utilities 1.66%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.13%
2,689
-21
77
$293K 0.13%
+1,372
78
$287K 0.12%
3,241
79
$279K 0.12%
5,871
+196
80
$279K 0.12%
507
+3
81
$271K 0.12%
4,123
+59
82
$269K 0.12%
2,242
+148
83
$262K 0.11%
+3,442
84
$262K 0.11%
5,550
+6
85
$261K 0.11%
+1,458
86
$247K 0.11%
1,050
+42
87
$244K 0.1%
1,658
+29
88
$240K 0.1%
6,881
-669
89
$234K 0.1%
429
90
$231K 0.1%
1,403
-87
91
$225K 0.1%
8,210
-20
92
$220K 0.09%
+2,598
93
$215K 0.09%
2,260
-1,040
94
$212K 0.09%
+1,069
95
$212K 0.09%
+1,829
96
$206K 0.09%
+3,700
97
$165K 0.07%
13,952
98
$76K 0.03%
15,000
99
$5K ﹤0.01%
+504
100
– –
-5,321
1 2 3
4
5