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 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
MSCI icon
376
MSCI
MSCI
$42.5B
$42K 0.01%
73
+8
NET icon
377
Cloudflare
NET
$73.8B
$42K 0.01%
215
+6
NKE icon
378
Nike
NKE
$94.9B
$42K 0.01%
593
-183
OTIS icon
379
Otis Worldwide
OTIS
$34.6B
$42K 0.01%
432
+7
PCAR icon
380
PACCAR
PCAR
$50.2B
$42K 0.01%
452
-79
PNR icon
381
Pentair
PNR
$17.1B
$42K 0.01%
418
+53
TRGP icon
382
Targa Resources
TRGP
$37.2B
$42K 0.01%
243
-22
ATI icon
383
ATI
ATI
$13.5B
$41K 0.01%
479
+19
FSLR icon
384
First Solar
FSLR
$27.2B
$41K 0.01%
249
-39
IHI icon
385
iShares US Medical Devices ETF
IHI
$4.38B
$41K 0.01%
659
IT icon
386
Gartner
IT
$16.7B
$41K 0.01%
102
+9
LQD icon
387
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
$41K 0.01%
378
AEP icon
388
American Electric Power
AEP
$64.9B
$40K 0.01%
389
+1
BRO icon
389
Brown & Brown
BRO
$27.6B
$40K 0.01%
366
+23
CACC icon
390
Credit Acceptance
CACC
$4.87B
$40K 0.01%
80
+1
DOV icon
391
Dover
DOV
$25.1B
$40K 0.01%
222
+11
ENB icon
392
Enbridge
ENB
$104B
$40K 0.01%
898
-64
FFIV icon
393
F5
FFIV
$13.5B
$40K 0.01%
139
+15
MET icon
394
MetLife
MET
$51.8B
$40K 0.01%
508
-58
TMHC icon
395
Taylor Morrison
TMHC
$5.84B
$40K 0.01%
653
+11
VLO icon
396
Valero Energy
VLO
$55.4B
$40K 0.01%
301
-32
DGRO icon
397
iShares Core Dividend Growth ETF
DGRO
$35.6B
$39K 0.01%
611
-189
MNST icon
398
Monster Beverage
MNST
$69.7B
$39K 0.01%
623
+90
NTRS icon
399
Northern Trust
NTRS
$24.1B
$39K 0.01%
311
+1
PEG icon
400
Public Service Enterprise Group
PEG
$41.3B
$39K 0.01%
464
+32