HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
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
+$567K
2
+$372K
3
+$365K
4
AMT icon
American Tower
AMT
+$329K
5
HON icon
Honeywell
HON
+$278K

Top Sells

1
+$4.58M
2
+$1.86M
3
+$1.55M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.37M
5
VTV icon
Vanguard Value ETF
VTV
+$648K

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
101
– –
-6,610
102
– –
-5,293
103
– –
-5,321
104
– –
-2,994
1 2 3 4
5