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
$248M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$443K
3
+$227K
4
MPC icon
Marathon Petroleum
MPC
+$208K
5
VT icon
Vanguard Total World Stock ETF
VT
+$142K

Top Sells

1
+$1.06M
2
+$594K
3
+$539K
4
VTV icon
Vanguard Value ETF
VTV
+$436K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$316K

Sector Composition

1 Technology 13.23%
2 Healthcare 4.55%
3 Financials 2.08%
4 Utilities 1.46%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
504
102
– –
-429
103
– –
-1,829
1 2 3 4
5