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
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.82%
2 Financials 3.68%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$151K 0.04%
1,176
+49
152
$149K 0.04%
1,221
+72
153
$149K 0.04%
441
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154
$148K 0.04%
3,114
+1,124
155
$139K 0.04%
480
+17
156
$137K 0.03%
1,138
+108
157
$136K 0.03%
1,132
+10
158
$134K 0.03%
404
+19
159
$133K 0.03%
1,569
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160
$130K 0.03%
263
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161
$129K 0.03%
206
162
$129K 0.03%
902
+22
163
$127K 0.03%
2,117
164
$126K 0.03%
260
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165
$125K 0.03%
622
+41
166
$123K 0.03%
640
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167
$123K 0.03%
1,386
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168
$123K 0.03%
533
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169
$121K 0.03%
748
+45
170
$118K 0.03%
116
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171
$117K 0.03%
679
+98
172
$117K 0.03%
703
+110
173
$117K 0.03%
293
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174
$116K 0.03%
168
-7
175
$115K 0.03%
1,507
+98