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
1701
$0 ﹤0.01%
+14
1702
$0 ﹤0.01%
+25
1703
$0 ﹤0.01%
+24
1704
$0 ﹤0.01%
+4
1705
$0 ﹤0.01%
+9
1706
$0 ﹤0.01%
+31
1707
$0 ﹤0.01%
+1
1708
$0 ﹤0.01%
+1
1709
$0 ﹤0.01%
+46
1710
$0 ﹤0.01%
+12
1711
$0 ﹤0.01%
+5
1712
$0 ﹤0.01%
+3
1713
$0 ﹤0.01%
+2
1714
$0 ﹤0.01%
+7
1715
$0 ﹤0.01%
+5
1716
$0 ﹤0.01%
+16
1717
$0 ﹤0.01%
+1
1718
$0 ﹤0.01%
+19
1719
$0 ﹤0.01%
+30
1720
$0 ﹤0.01%
+15
1721
$0 ﹤0.01%
+2
1722
$0 ﹤0.01%
+35
1723
$0 ﹤0.01%
+6
1724
$0 ﹤0.01%
+7
1725
$0 ﹤0.01%
+4