HWM
Hemington Wealth Management Portfolio holdings
AUM
$769M
1-Year Est. Return
13.16%
1 Year Est. Return
+13.16%
AUM
$247M
AUM Growth
-$1.11M
(-0.45%)
Holding
106
Top Buys
| 1 | +$3.38M | |
| 2 | +$430K | |
| 3 | +$403K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$398K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$373K |
Top Sells
| 1 | +$8.17M | |
| 2 | +$3.39M | |
| 3 | +$2.88M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.51M |
| 5 |
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% |