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
$691M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,767
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.36M
3
+$1.95M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.94M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.83M

Top Sells

1
+$4.3M
2
+$2.6M
3
+$1.45M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.03M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$894K

Sector Composition

1 Technology 7.57%
2 Financials 2.45%
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
CLH icon
301
Clean Harbors
CLH
$11B
$59K 0.01%
257
+27
EA icon
302
Electronic Arts
EA
$50.1B
$59K 0.01%
374
+50
HWM icon
303
Howmet Aerospace
HWM
$81.8B
$59K 0.01%
321
+66
MRVL icon
304
Marvell Technology
MRVL
$74.5B
$59K 0.01%
772
-3
NVR icon
305
NVR
NVR
$19.9B
$59K 0.01%
8
+1
PSX icon
306
Phillips 66
PSX
$57.3B
$59K 0.01%
498
+2
BMY icon
307
Bristol-Myers Squibb
BMY
$95B
$58K 0.01%
1,273
-370
LAD icon
308
Lithia Motors
LAD
$7.13B
$58K 0.01%
172
-14
ODFL icon
309
Old Dominion Freight Line
ODFL
$27.7B
$58K 0.01%
362
-12
PRI icon
310
Primerica
PRI
$8.11B
$58K 0.01%
215
-6
DDS icon
311
Dillards
DDS
$9.9B
$57K 0.01%
137
+4
GPI icon
312
Group 1 Automotive
GPI
$4.73B
$57K 0.01%
132
+2
SHOP icon
313
Shopify
SHOP
$190B
$57K 0.01%
496
+44
SKYY icon
314
First Trust Cloud Computing ETF
SKYY
$3.15B
$57K 0.01%
469
ACGL icon
315
Arch Capital
ACGL
$33.6B
$56K 0.01%
625
+77
EMR icon
316
Emerson Electric
EMR
$71.7B
$56K 0.01%
421
-12
TSCO icon
317
Tractor Supply
TSCO
$29.3B
$56K 0.01%
1,072
-119
TSM icon
318
TSMC
TSM
$1.48T
$56K 0.01%
250
-3
IBDZ
319
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$437M
$56K 0.01%
2,148
BABA icon
320
Alibaba
BABA
$367B
$55K 0.01%
491
CINF icon
321
Cincinnati Financial
CINF
$25.6B
$55K 0.01%
371
+36
HLN icon
322
Haleon
HLN
$42.7B
$55K 0.01%
5,340
CL icon
323
Colgate-Palmolive
CL
$62.9B
$54K 0.01%
599
+11
KMI icon
324
Kinder Morgan
KMI
$61B
$54K 0.01%
1,863
+191
TPR icon
325
Tapestry
TPR
$20.8B
$54K 0.01%
626
+25
11 12
13
14 15