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
1576
$0 ﹤0.01%
+7
1577
$0 ﹤0.01%
+5
1578
$0 ﹤0.01%
+16
1579
$0 ﹤0.01%
+30
1580
$0 ﹤0.01%
+15
1581
$0 ﹤0.01%
+2
1582
$0 ﹤0.01%
+35
1583
$0 ﹤0.01%
+9
1584
$0 ﹤0.01%
+3
1585
$0 ﹤0.01%
+9
1586
$0 ﹤0.01%
+5
1587
$0 ﹤0.01%
+14
1588
$0 ﹤0.01%
+1
1589
$0 ﹤0.01%
+136
1590
$0 ﹤0.01%
+1
1591
$0 ﹤0.01%
+3
1592
$0 ﹤0.01%
+14
1593
$0 ﹤0.01%
+16
1594
$0 ﹤0.01%
+16
1595
$0 ﹤0.01%
+3
1596
$0 ﹤0.01%
+30
1597
$0 ﹤0.01%
+3
1598
$0 ﹤0.01%
+6
1599
$0 ﹤0.01%
+2
1600
$0 ﹤0.01%
+3