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
1701
$0 ﹤0.01%
+63
1702
$0 ﹤0.01%
+19
1703
$0 ﹤0.01%
+6
1704
$0 ﹤0.01%
+7
1705
$0 ﹤0.01%
+4
1706
$0 ﹤0.01%
+38
1707
$0 ﹤0.01%
+5
1708
$0 ﹤0.01%
+3
1709
$0 ﹤0.01%
+11
1710
$0 ﹤0.01%
+5
1711
$0 ﹤0.01%
+11
1712
$0 ﹤0.01%
+7
1713
$0 ﹤0.01%
+21
1714
$0 ﹤0.01%
+37
1715
$0 ﹤0.01%
+7
1716
$0 ﹤0.01%
+13
1717
$0 ﹤0.01%
+46
1718
$0 ﹤0.01%
+2
1719
$0 ﹤0.01%
+15
1720
$0 ﹤0.01%
+10
1721
$0 ﹤0.01%
+17
1722
$0 ﹤0.01%
+42
1723
$0 ﹤0.01%
+16
1724
$0 ﹤0.01%
+32
1725
$0 ﹤0.01%
+26