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
1526
$0 ﹤0.01%
+14
1527
$0 ﹤0.01%
+80
1528
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+14
1529
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+5
1530
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+33
1531
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+5
1532
$0 ﹤0.01%
+22
1533
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+4
1534
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+16
1535
$0 ﹤0.01%
+5
1536
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+6
1537
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+4
1538
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+7
1539
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+2
1540
$0 ﹤0.01%
+11
1541
$0 ﹤0.01%
+10
1542
$0 ﹤0.01%
+28
1543
$0 ﹤0.01%
+59
1544
$0 ﹤0.01%
+2
1545
$0 ﹤0.01%
+48
1546
$0 ﹤0.01%
+12
1547
$0 ﹤0.01%
+4
1548
$0 ﹤0.01%
+58
1549
$0 ﹤0.01%
+4
1550
$0 ﹤0.01%
+9