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Cindi Hill

@Hemington Wealth Management

Latest period2024 - Q3ReportedManaged Assets$371.195MTotal holdings1807
Assets growth rate25.13%Assets growth rate (2-Q avg)16.31%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hemington Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1807 positions.

Assets under management

The assets under management (AUM) of Hemington Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 371.195M in assets, with a quarterly growth rate of 25.13% and a 2-quarter average growth rate of 16.31%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ESGDIshares Tr
Recent Activity
Exited
0%
$466,000
5,922 shares@ $78.69 avg price