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
$371M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,808
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.29%
2 Financials 3.51%
3 Healthcare 3.42%
4 Consumer Discretionary 2.43%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$1K ﹤0.01%
+71
1402
$1K ﹤0.01%
+19
1403
$1K ﹤0.01%
+11
1404
$1K ﹤0.01%
+9
1405
$1K ﹤0.01%
+50
1406
$1K ﹤0.01%
+172
1407
$1K ﹤0.01%
+30
1408
$1K ﹤0.01%
+46
1409
$1K ﹤0.01%
+105
1410
$1K ﹤0.01%
+36
1411
$1K ﹤0.01%
+11
1412
$1K ﹤0.01%
+14
1413
$1K ﹤0.01%
+137
1414
$1K ﹤0.01%
+219
1415
$1K ﹤0.01%
+14
1416
$1K ﹤0.01%
+22
1417
$1K ﹤0.01%
+33
1418
$1K ﹤0.01%
+68
1419
$1K ﹤0.01%
+86
1420
$1K ﹤0.01%
+27
1421
$1K ﹤0.01%
+42
1422
$1K ﹤0.01%
+15
1423
$1K ﹤0.01%
+104
1424
$1K ﹤0.01%
+94
1425
$1K ﹤0.01%
+30