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
1726
$0 ﹤0.01%
+21
1727
$0 ﹤0.01%
+1
1728
$0 ﹤0.01%
+12
1729
$0 ﹤0.01%
+5
1730
$0 ﹤0.01%
+40
1731
$0 ﹤0.01%
+8
1732
$0 ﹤0.01%
+44
1733
$0 ﹤0.01%
+34
1734
$0 ﹤0.01%
+138
1735
$0 ﹤0.01%
+47
1736
$0 ﹤0.01%
+17
1737
$0 ﹤0.01%
+34
1738
$0 ﹤0.01%
+34
1739
$0 ﹤0.01%
+12
1740
$0 ﹤0.01%
+7
1741
$0 ﹤0.01%
+47
1742
$0 ﹤0.01%
+7
1743
$0 ﹤0.01%
+34
1744
$0 ﹤0.01%
+33
1745
$0 ﹤0.01%
+14
1746
$0 ﹤0.01%
+95
1747
$0 ﹤0.01%
+15
1748
$0 ﹤0.01%
+6
1749
$0 ﹤0.01%
+139
1750
$0 ﹤0.01%
+16