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
1826
$0 ﹤0.01%
7
1827
-16
1828
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+2
1829
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13
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1830
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15
+6
1831
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1832
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1833
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14
+9
1834
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7
+1
1835
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77
+4
1836
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1837
-40
1838
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1839
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1841
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1842
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1843
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11
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1844
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1846
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1847
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10
+2
1848
$0 ﹤0.01%
180
-4