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
1726
$0 ﹤0.01%
+38
1727
$0 ﹤0.01%
+5
1728
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+3
1729
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1730
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+3
1731
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1732
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1733
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+14
1734
$0 ﹤0.01%
+1
1735
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+136
1736
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1737
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1738
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1739
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1740
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1741
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1742
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1743
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1744
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+3
1745
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1746
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1747
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1748
$0 ﹤0.01%
+3
1749
$0 ﹤0.01%
+30
1750
$0 ﹤0.01%
+3