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
$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%
+42
1452
$1K ﹤0.01%
+30
1453
$1K ﹤0.01%
+59
1454
$1K ﹤0.01%
+162
1455
0
1456
$0 ﹤0.01%
+14
1457
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+9
1458
$0 ﹤0.01%
+21
1459
$0 ﹤0.01%
+4
1460
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1461
$0 ﹤0.01%
+138
1462
$0 ﹤0.01%
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1463
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1464
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1465
$0 ﹤0.01%
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1466
$0 ﹤0.01%
+21
1467
$0 ﹤0.01%
+1
1468
$0 ﹤0.01%
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1469
$0 ﹤0.01%
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1470
$0 ﹤0.01%
+27
1471
$0 ﹤0.01%
+4
1472
$0 ﹤0.01%
+17
1473
$0 ﹤0.01%
+8
1474
$0 ﹤0.01%
+20
1475
$0 ﹤0.01%
+6