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
$229M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.98M
2 +$138K
3 +$108K
4
XOM icon
Exxon Mobil
XOM
+$73.7K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$73.2K

Sector Composition

1 Technology 11.72%
2 Healthcare 4.56%
3 Financials 1.94%
4 Utilities 1.61%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-48,107
102
-4,546