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
$248M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$443K
3
+$227K
4
MPC icon
Marathon Petroleum
MPC
+$208K
5
VT icon
Vanguard Total World Stock ETF
VT
+$142K

Top Sells

1
+$1.06M
2
+$594K
3
+$539K
4
VTV icon
Vanguard Value ETF
VTV
+$436K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$316K

Sector Composition

1 Technology 13.23%
2 Healthcare 4.55%
3 Financials 2.08%
4 Utilities 1.46%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.13%
1,607
+27
77
$327K 0.13%
4,181
78
$322K 0.13%
2,463
79
$320K 0.13%
6,405
-140
80
$308K 0.12%
3,241
81
$295K 0.12%
4,123
82
$294K 0.12%
511
+4
83
$281K 0.11%
2,775
-61
84
$279K 0.11%
3,442
85
$273K 0.11%
1,658
86
$266K 0.11%
5,421
-129
87
$251K 0.1%
1,316
-56
88
$247K 0.1%
1,333
-70
89
$246K 0.1%
6,507
-374
90
$241K 0.1%
1,481
+23
91
$238K 0.1%
3,710
+10
92
$236K 0.1%
1,056
+6
93
$229K 0.09%
8,210
94
$227K 0.09%
+334
95
$223K 0.09%
2,542
-56
96
$216K 0.09%
2,260
97
$212K 0.09%
1,064
-5
98
$208K 0.08%
+1,545
99
$173K 0.07%
13,952
100
$37K 0.01%
15,000
1 2 3
4
5