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
1451
$1K ﹤0.01%
+21
1452
$1K ﹤0.01%
+42
1453
$1K ﹤0.01%
+86
1454
$1K ﹤0.01%
+26
1455
$0 ﹤0.01%
+3
1456
$0 ﹤0.01%
+11
1457
$0 ﹤0.01%
+5
1458
$0 ﹤0.01%
+11
1459
$0 ﹤0.01%
+7
1460
$0 ﹤0.01%
+7
1461
$0 ﹤0.01%
+13
1462
$0 ﹤0.01%
+46
1463
$0 ﹤0.01%
+2
1464
$0 ﹤0.01%
+15
1465
$0 ﹤0.01%
+10
1466
$0 ﹤0.01%
+17
1467
$0 ﹤0.01%
+42
1468
$0 ﹤0.01%
+16
1469
$0 ﹤0.01%
+32
1470
$0 ﹤0.01%
+26
1471
$0 ﹤0.01%
+21
1472
$0 ﹤0.01%
+1
1473
$0 ﹤0.01%
+12
1474
$0 ﹤0.01%
+5
1475
$0 ﹤0.01%
+40