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
1601
$0 ﹤0.01%
+1
1602
$0 ﹤0.01%
+44
1603
$0 ﹤0.01%
+3
1604
$0 ﹤0.01%
+1
1605
$0 ﹤0.01%
+52
1606
$0 ﹤0.01%
+1
1607
$0 ﹤0.01%
+7
1608
$0 ﹤0.01%
+11
1609
$0 ﹤0.01%
+85
1610
$0 ﹤0.01%
+128
1611
$0 ﹤0.01%
+7
1612
$0 ﹤0.01%
+4
1613
$0 ﹤0.01%
+5
1614
$0 ﹤0.01%
+23
1615
$0 ﹤0.01%
+36
1616
$0 ﹤0.01%
+46
1617
$0 ﹤0.01%
+2
1618
$0 ﹤0.01%
+8
1619
$0 ﹤0.01%
+8
1620
$0 ﹤0.01%
+49
1621
$0 ﹤0.01%
+14
1622
$0 ﹤0.01%
+19
1623
$0 ﹤0.01%
+26
1624
$0 ﹤0.01%
+8
1625
$0 ﹤0.01%
+1