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
$247M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$430K
3
+$403K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$398K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$373K

Top Sells

1
+$8.17M
2
+$3.39M
3
+$2.88M
4
VTV icon
Vanguard Value ETF
VTV
+$1.51M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.45M

Sector Composition

1 Technology 15.34%
2 Healthcare 4.73%
3 Financials 3.72%
4 Consumer Discretionary 1.9%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.13%
2,658
-91
77
$307K 0.12%
3,203
-38
78
$306K 0.12%
5,920
-573
79
$300K 0.12%
1,552
-55
80
$300K 0.12%
3,460
-250
81
$300K 0.12%
3,442
82
$296K 0.12%
4,181
83
$291K 0.12%
2,180
-283
84
$285K 0.12%
+2,623
85
$283K 0.11%
1,626
-32
86
$281K 0.11%
2,584
-191
87
$273K 0.11%
5,229
-192
88
$260K 0.11%
499
-12
89
$258K 0.1%
6,215
-292
90
$255K 0.1%
1,231
-85
91
$242K 0.1%
334
92
$235K 0.1%
1,309
-24
93
$230K 0.09%
1,021
-43
94
$224K 0.09%
8,205
-5
95
$221K 0.09%
1,409
-72
96
$213K 0.09%
1,003
-53
97
$211K 0.09%
+2,600
98
$209K 0.08%
2,450
-92
99
$205K 0.08%
+1,829
100
$203K 0.08%
2,255
-5
1 2 3
4
5