HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
+4.46%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+9.1%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
72%
Holding
92
New
11
Increased
39
Reduced
28
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$4.89M |
| 2 |
Johnson & Johnson
JNJ
|
$2.23M |
| 3 |
Amgen
AMGN
|
$916K |
| 4 |
JPMorgan Chase
JPM
|
$604K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$507K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$718K |
| 2 |
Invesco QQQ Trust
QQQ
|
$480K |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$351K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$250K |
| 5 |
Danaher
DHR
|
$242K |
Sector Composition
| 1 | Technology | 10.89% |
| 2 | Healthcare | 2.52% |
| 3 | Communication Services | 2.22% |
| 4 | Financials | 2.16% |
| 5 | Industrials | 1.91% |
