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
1501
$0 ﹤0.01%
+4
1502
$0 ﹤0.01%
+48
1503
$0 ﹤0.01%
+3
1504
$0 ﹤0.01%
+1
1505
$0 ﹤0.01%
+23
1506
$0 ﹤0.01%
+23
1507
$0 ﹤0.01%
+10
1508
$0 ﹤0.01%
+13
1509
$0 ﹤0.01%
+19
1510
$0 ﹤0.01%
+3
1511
$0 ﹤0.01%
+14
1512
$0 ﹤0.01%
+80
1513
$0 ﹤0.01%
+5
1514
$0 ﹤0.01%
+22
1515
$0 ﹤0.01%
+4
1516
$0 ﹤0.01%
+16
1517
$0 ﹤0.01%
+5
1518
$0 ﹤0.01%
+6
1519
$0 ﹤0.01%
+14
1520
$0 ﹤0.01%
+22
1521
$0 ﹤0.01%
+4
1522
$0 ﹤0.01%
+2
1523
$0 ﹤0.01%
+10
1524
$0 ﹤0.01%
+59
1525
$0 ﹤0.01%
+2