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
NET icon
376
Cloudflare
NET
$72.2B
$42K 0.01%
215
+6
MSCI icon
377
MSCI
MSCI
$43.5B
$42K 0.01%
73
+8
NKE icon
378
Nike
NKE
$66.3B
$42K 0.01%
593
-183
OTIS icon
379
Otis Worldwide
OTIS
$30.7B
$42K 0.01%
432
+7
PCAR icon
380
PACCAR
PCAR
$66.8B
$42K 0.01%
452
-79
PNR icon
381
Pentair
PNR
$14.6B
$42K 0.01%
418
+53
TRGP icon
382
Targa Resources
TRGP
$51.5B
$42K 0.01%
243
-22
IT icon
383
Gartner
IT
$10B
$41K 0.01%
102
+9
LQD icon
384
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$41K 0.01%
378
ATI icon
385
ATI
ATI
$21B
$41K 0.01%
479
+19
FSLR icon
386
First Solar
FSLR
$21.1B
$41K 0.01%
249
-39
IHI icon
387
iShares US Medical Devices ETF
IHI
$3.2B
$41K 0.01%
659
DOV icon
388
Dover
DOV
$30.8B
$40K 0.01%
222
+11
ENB icon
389
Enbridge
ENB
$115B
$40K 0.01%
898
-64
AEP icon
390
American Electric Power
AEP
$73.4B
$40K 0.01%
389
+1
BRO icon
391
Brown & Brown
BRO
$22.9B
$40K 0.01%
366
+23
CACC icon
392
Credit Acceptance
CACC
$5.56B
$40K 0.01%
80
+1
FFIV icon
393
F5
FFIV
$16.9B
$40K 0.01%
139
+15
MET icon
394
MetLife
MET
$49.6B
$40K 0.01%
508
-58
TMHC icon
395
Taylor Morrison
TMHC
$6.09B
$40K 0.01%
653
+11
VLO icon
396
Valero Energy
VLO
$69.9B
$40K 0.01%
301
-32
SNA icon
397
Snap-on
SNA
$20.3B
$39K 0.01%
128
-1
STT icon
398
State Street
STT
$41.9B
$39K 0.01%
375
+18
DGRO icon
399
iShares Core Dividend Growth ETF
DGRO
$39.4B
$39K 0.01%
611
-189
MNST icon
400
Monster Beverage
MNST
$75.8B
$39K 0.01%
623
+90
14 15
16
17 18