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
$247M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$430K
3
+$403K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$398K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$373K

Top Sells

1
+$8.17M
2
+$3.39M
3
+$2.88M
4
VTV icon
Vanguard Value ETF
VTV
+$1.51M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.45M

Sector Composition

1 Technology 15.34%
2 Healthcare 4.73%
3 Financials 3.72%
4 Consumer Discretionary 1.9%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$177K 0.07%
13,952
102
$77K 0.03%
+17,535
103
$38K 0.02%
15,000
104
– –
-1,142
105
– –
-1,545
106
– –
-504
1 2 3 4
5