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
$233M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$572K
2 +$389K
3 +$368K
4
AMT icon
American Tower
AMT
+$334K
5
HON icon
Honeywell
HON
+$293K

Top Sells

1 +$4.57M
2 +$1.85M
3 +$1.56M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.37M
5
VTV icon
Vanguard Value ETF
VTV
+$660K

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
-2,994
102
-29,535
103
-6,610
104
-5,293