HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
+6.56%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(-0.37%)
Cap. Flow
-$15.7M
Cap. Flow
% of AUM
-6.69%
Top 10 Holdings %
Top 10 Hldgs %
71.42%
Holding
92
New
3
Increased
24
Reduced
50
Closed
3
Top Buys
| 1 |
Eli Lilly
LLY
|
$224K |
| 2 |
GSK
GSK
|
$211K |
| 3 |
AbbVie
ABBV
|
$210K |
| 4 |
Vanguard Total World Stock ETF
VT
|
$160K |
| 5 |
Verizon
VZ
|
$82.4K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.05M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$3.97M |
| 3 |
Vanguard Value ETF
VTV
|
$1.73M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.26M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$915K |
Sector Composition
| 1 | Technology | 12.2% |
| 2 | Healthcare | 2.78% |
| 3 | Financials | 2.33% |
| 4 | Communication Services | 2.31% |
| 5 | Industrials | 1.89% |
