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
$769M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$6.21M
3
+$3.94M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.44M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.77M

Top Sells

1
+$774K
2
+$545K
3
+$366K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$336K
5
VTV icon
Vanguard Value ETF
VTV
+$329K

Sector Composition

1 Technology 8.16%
2 Financials 2.39%
3 Consumer Discretionary 1.7%
4 Healthcare 1.68%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
301
HP
HPQ
$23.5B
$64K 0.01%
2,353
+249
NVR icon
302
NVR
NVR
$20.8B
$64K 0.01%
8
TSCO icon
303
Tractor Supply
TSCO
$28.1B
$64K 0.01%
1,137
+65
FCX icon
304
Freeport-McMoran
FCX
$61.7B
$63K 0.01%
1,615
+111
MCHP icon
305
Microchip Technology
MCHP
$30.6B
$63K 0.01%
984
+218
SKYY icon
306
First Trust Cloud Computing ETF
SKYY
$3.1B
$63K 0.01%
469
CVS icon
307
CVS Health
CVS
$98.5B
$62K 0.01%
834
+54
EPD icon
308
Enterprise Products Partners
EPD
$69.2B
$62K 0.01%
2,000
IGIB icon
309
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$62K 0.01%
1,149
CLH icon
310
Clean Harbors
CLH
$12.8B
$61K 0.01%
266
+9
EMR icon
311
Emerson Electric
EMR
$74.1B
$61K 0.01%
467
+46
NI icon
312
NiSource
NI
$20B
$61K 0.01%
1,411
-88
PRI icon
313
Primerica
PRI
$8.07B
$61K 0.01%
222
+7
BMY icon
314
Bristol-Myers Squibb
BMY
$98.2B
$61K 0.01%
1,370
+97
CINF icon
315
Cincinnati Financial
CINF
$25.6B
$61K 0.01%
386
+15
FDX icon
316
FedEx
FDX
$63.8B
$60K 0.01%
255
+25
FTNT icon
317
Fortinet
FTNT
$61.7B
$60K 0.01%
715
-136
RS icon
318
Reliance Steel & Aluminium
RS
$14.6B
$60K 0.01%
217
-1
DHI icon
319
D.R. Horton
DHI
$46.3B
$59K 0.01%
353
+64
GPI icon
320
Group 1 Automotive
GPI
$4.85B
$59K 0.01%
136
+4
AFL icon
321
Aflac
AFL
$57B
$58K 0.01%
522
+22
CTAS icon
322
Cintas
CTAS
$74B
$58K 0.01%
287
+11
NKE icon
323
Nike
NKE
$96B
$58K 0.01%
839
+246
YUM icon
324
Yum! Brands
YUM
$41B
$58K 0.01%
385
+16
SPOT icon
325
Spotify
SPOT
$119B
$57K 0.01%
83
+4
11 12
13
14 15