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
ZBRA icon
451
Zebra Technologies
ZBRA
$12.7B
$33K ﹤0.01%
110
+21
SSD icon
452
Simpson Manufacturing
SSD
$7.8B
$33K ﹤0.01%
217
+5
TWLO icon
453
Twilio
TWLO
$18.1B
$33K ﹤0.01%
266
+9
VLTO icon
454
Veralto
VLTO
$25.5B
$33K ﹤0.01%
328
+68
A icon
455
Agilent Technologies
A
$39.6B
$32K ﹤0.01%
276
-9
ALSN icon
456
Allison Transmission
ALSN
$9.17B
$32K ﹤0.01%
339
+22
FWONK icon
457
Liberty Media Series C
FWONK
$22.3B
$32K ﹤0.01%
309
+39
IBDR icon
458
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.8B
$32K ﹤0.01%
1,327
IBDS icon
459
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.61B
$32K ﹤0.01%
1,329
IR icon
460
Ingersoll Rand
IR
$34.8B
$32K ﹤0.01%
392
+13
PODD icon
461
Insulet
PODD
$20.2B
$32K ﹤0.01%
104
+16
TGT icon
462
Target
TGT
$50.4B
$32K ﹤0.01%
332
+39
UAL icon
463
United Airlines
UAL
$36.7B
$32K ﹤0.01%
407
-69
ATO icon
464
Atmos Energy
ATO
$27.6B
$31K ﹤0.01%
204
+9
CMG icon
465
Chipotle Mexican Grill
CMG
$52.8B
$31K ﹤0.01%
555
+199
GL icon
466
Globe Life
GL
$11.1B
$31K ﹤0.01%
256
+22
SF icon
467
Stifel
SF
$13.2B
$31K ﹤0.01%
300
+22
TKO icon
468
TKO Group
TKO
$16B
$31K ﹤0.01%
173
+5
ULTA icon
469
Ulta Beauty
ULTA
$29.4B
$31K ﹤0.01%
68
+40
XLK icon
470
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$31K ﹤0.01%
+250
AVY icon
471
Avery Dennison
AVY
$14.6B
$31K ﹤0.01%
177
+17
BBY icon
472
Best Buy
BBY
$14.2B
$31K ﹤0.01%
470
+45
CRWD icon
473
CrowdStrike
CRWD
$114B
$31K ﹤0.01%
62
+16
FIS icon
474
Fidelity National Information Services
FIS
$32.8B
$30K ﹤0.01%
374
+56
GPC icon
475
Genuine Parts
GPC
$19B
$30K ﹤0.01%
251
+3