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
1501
$0 ﹤0.01%
+128
1502
$0 ﹤0.01%
+7
1503
$0 ﹤0.01%
+4
1504
$0 ﹤0.01%
+5
1505
$0 ﹤0.01%
+8
1506
$0 ﹤0.01%
+49
1507
$0 ﹤0.01%
+14
1508
$0 ﹤0.01%
+19
1509
$0 ﹤0.01%
+26
1510
$0 ﹤0.01%
+31
1511
$0 ﹤0.01%
+1
1512
$0 ﹤0.01%
+25
1513
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+5
1514
$0 ﹤0.01%
+6
1515
$0 ﹤0.01%
+4
1516
$0 ﹤0.01%
+24
1517
$0 ﹤0.01%
+17
1518
$0 ﹤0.01%
+6
1519
$0 ﹤0.01%
+33
1520
$0 ﹤0.01%
+9
1521
$0 ﹤0.01%
+6
1522
$0 ﹤0.01%
+138
1523
$0 ﹤0.01%
+15
1524
$0 ﹤0.01%
+2
1525
$0 ﹤0.01%
+21