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
101
$227K 0.08%
+3,600
102
$225K 0.08%
+666
103
$223K 0.07%
+334
104
$219K 0.07%
+2,504
105
$156K 0.05%
13,952
106
$150K 0.05%
+15,000
107
$18K 0.01%
+83
108
– –
-947
109
– –
-1,531
110
– –
-1,924
111
– –
-4,494
1 2 3 4
5