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
EA icon
301
Electronic Arts
EA
$51.1B
$59K 0.01%
374
+50
HWM icon
302
Howmet Aerospace
HWM
$90.5B
$59K 0.01%
321
+66
MRVL icon
303
Marvell Technology
MRVL
$68.2B
$59K 0.01%
772
-3
CLH icon
304
Clean Harbors
CLH
$14.1B
$59K 0.01%
257
+27
NVR icon
305
NVR
NVR
$20.7B
$59K 0.01%
8
+1
PSX icon
306
Phillips 66
PSX
$55.7B
$59K 0.01%
498
+2
BMY icon
307
Bristol-Myers Squibb
BMY
$112B
$58K 0.01%
1,273
-370
LAD icon
308
Lithia Motors
LAD
$8.05B
$58K 0.01%
172
-14
ODFL icon
309
Old Dominion Freight Line
ODFL
$36.7B
$58K 0.01%
362
-12
PRI icon
310
Primerica
PRI
$8.49B
$58K 0.01%
215
-6
GPI icon
311
Group 1 Automotive
GPI
$4.99B
$57K 0.01%
132
+2
SKYY icon
312
First Trust Cloud Computing ETF
SKYY
$2.85B
$57K 0.01%
469
DDS icon
313
Dillards
DDS
$10.4B
$57K 0.01%
137
+4
SHOP icon
314
Shopify
SHOP
$203B
$57K 0.01%
496
+44
ACGL icon
315
Arch Capital
ACGL
$32.9B
$56K 0.01%
625
+77
EMR icon
316
Emerson Electric
EMR
$84B
$56K 0.01%
421
-12
TSCO icon
317
Tractor Supply
TSCO
$27B
$56K 0.01%
1,072
-119
TSM icon
318
TSMC
TSM
$1.78T
$56K 0.01%
250
-3
IBDZ
319
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$628M
$56K 0.01%
2,148
BABA icon
320
Alibaba
BABA
$395B
$55K 0.01%
491
CINF icon
321
Cincinnati Financial
CINF
$25.3B
$55K 0.01%
371
+36
HLN icon
322
Haleon
HLN
$43.8B
$55K 0.01%
5,340
CL icon
323
Colgate-Palmolive
CL
$68.1B
$54K 0.01%
599
+11
KMI icon
324
Kinder Morgan
KMI
$62.2B
$54K 0.01%
1,863
+191
TPR icon
325
Tapestry
TPR
$26.7B
$54K 0.01%
626
+25
11 12
13
14 15