HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,767
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.32M
3
+$1.93M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.8M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.73M

Top Sells

1
+$3.98M
2
+$2.41M
3
+$1.37M
4
ISRG icon
Intuitive Surgical
ISRG
+$988K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$832K

Sector Composition

1 Technology 7.51%
2 Financials 2.51%
3 Healthcare 1.7%
4 Consumer Discretionary 1.62%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVR icon
301
NVR
NVR
$18.4B
$59K 0.01%
8
+1
EA icon
302
Electronic Arts
EA
$50.8B
$59K 0.01%
374
+50
HWM icon
303
Howmet Aerospace
HWM
$98.7B
$59K 0.01%
321
+66
MRVL icon
304
Marvell Technology
MRVL
$143B
$59K 0.01%
772
-3
CLH icon
305
Clean Harbors
CLH
$16.5B
$59K 0.01%
257
+27
PSX icon
306
Phillips 66
PSX
$64.1B
$59K 0.01%
498
+2
BMY icon
307
Bristol-Myers Squibb
BMY
$120B
$58K 0.01%
1,273
-370
LAD icon
308
Lithia Motors
LAD
$6.45B
$58K 0.01%
172
-14
ODFL icon
309
Old Dominion Freight Line
ODFL
$46.4B
$58K 0.01%
362
-12
PRI icon
310
Primerica
PRI
$8.81B
$58K 0.01%
215
-6
GPI icon
311
Group 1 Automotive
GPI
$4.01B
$57K 0.01%
132
+2
DDS icon
312
Dillards
DDS
$9.41B
$57K 0.01%
137
+4
SHOP icon
313
Shopify
SHOP
$161B
$57K 0.01%
496
+44
SKYY icon
314
First Trust Cloud Computing ETF
SKYY
$2.46B
$57K 0.01%
469
EMR icon
315
Emerson Electric
EMR
$79.9B
$56K 0.01%
421
-12
ACGL icon
316
Arch Capital
ACGL
$35B
$56K 0.01%
625
+77
TSCO icon
317
Tractor Supply
TSCO
$20.2B
$56K 0.01%
1,072
-119
TSM icon
318
TSMC
TSM
$1.98T
$56K 0.01%
250
-3
IBDZ
319
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$840M
$56K 0.01%
2,148
BABA icon
320
Alibaba
BABA
$314B
$55K 0.01%
491
CINF icon
321
Cincinnati Financial
CINF
$26.2B
$55K 0.01%
371
+36
HLN icon
322
Haleon
HLN
$42.4B
$55K 0.01%
5,340
CL icon
323
Colgate-Palmolive
CL
$67.4B
$54K 0.01%
599
+11
KMI icon
324
Kinder Morgan
KMI
$69.9B
$54K 0.01%
1,863
+191
TPR icon
325
Tapestry
TPR
$29.6B
$54K 0.01%
626
+25
11 12
13
14 15