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
IAGG icon
426
iShares Core International Aggregate Bond Fund
IAGG
$13.1B
$35K 0.01%
691
SRE icon
427
Sempra
SRE
$61.4B
$35K 0.01%
474
-132
ETR icon
428
Entergy
ETR
$52.2B
$35K 0.01%
428
+37
SCHB icon
429
Schwab US Broad Market ETF
SCHB
$40.4B
$35K 0.01%
1,494
CBOE icon
430
Cboe Global Markets
CBOE
$31.4B
$34K ﹤0.01%
148
+30
CF icon
431
CF Industries
CF
$19.3B
$34K ﹤0.01%
370
+13
DD icon
432
DuPont de Nemours
DD
$19B
$34K ﹤0.01%
1,200
-141
BR icon
433
Broadridge
BR
$18.2B
$34K ﹤0.01%
140
+12
EEM icon
434
iShares MSCI Emerging Markets ETF
EEM
$27.6B
$34K ﹤0.01%
+711
EXR icon
435
Extra Space Storage
EXR
$30.1B
$34K ﹤0.01%
233
-14
HUM icon
436
Humana
HUM
$25.8B
$34K ﹤0.01%
141
-32
OKE icon
437
Oneok
OKE
$54.9B
$34K ﹤0.01%
425
-69
VOYA icon
438
Voya Financial
VOYA
$7.28B
$34K ﹤0.01%
487
-60
VRSN icon
439
VeriSign
VRSN
$25.2B
$34K ﹤0.01%
121
+11
RDDT icon
440
Reddit
RDDT
$29.2B
$34K ﹤0.01%
228
AXON icon
441
Axon Enterprise
AXON
$31.6B
$33K ﹤0.01%
41
+17
SSD icon
442
Simpson Manufacturing
SSD
$7.63B
$33K ﹤0.01%
217
+5
AJG icon
443
Arthur J. Gallagher & Co
AJG
$56.4B
$33K ﹤0.01%
105
+9
FERG icon
444
Ferguson
FERG
$52.9B
$33K ﹤0.01%
153
+52
FOXA icon
445
Fox Class A
FOXA
$27.5B
$33K ﹤0.01%
605
+81
GRMN icon
446
Garmin
GRMN
$50.2B
$33K ﹤0.01%
159
+13
IBDT icon
447
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.83B
$33K ﹤0.01%
1,335
IBDU icon
448
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.74B
$33K ﹤0.01%
1,455
MKL icon
449
Markel Group
MKL
$24.2B
$33K ﹤0.01%
17
-1
MUSA icon
450
Murphy USA
MUSA
$9.86B
$33K ﹤0.01%
83
-3
16 17
18
19 20