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
1626
$0 ﹤0.01%
+16
1627
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+27
1628
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+31
1629
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+1
1630
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+25
1631
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+40
1632
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+12
1633
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+4
1634
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+1
1635
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+55
1636
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1637
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1638
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1639
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1640
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1641
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+2
1642
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1643
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1644
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1645
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1646
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+6
1647
$0 ﹤0.01%
+4
1648
$0 ﹤0.01%
+2
1649
$0 ﹤0.01%
+110
1650
$0 ﹤0.01%
+1