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
1651
$0 ﹤0.01%
+6
1652
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+14
1653
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+25
1654
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+99
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1656
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1657
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1658
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1659
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1660
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1661
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1662
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1665
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1666
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+84
1667
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1668
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1669
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1670
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1671
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1672
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+42
1673
$0 ﹤0.01%
+8
1674
$0 ﹤0.01%
+6
1675
$0 ﹤0.01%
+37