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
SSD icon
451
Simpson Manufacturing
SSD
$6.81B
$33K ﹤0.01%
217
+5
TWLO icon
452
Twilio
TWLO
$19B
$33K ﹤0.01%
266
+9
VLTO icon
453
Veralto
VLTO
$24.5B
$33K ﹤0.01%
328
+68
ZBRA icon
454
Zebra Technologies
ZBRA
$12.2B
$33K ﹤0.01%
110
+21
A icon
455
Agilent Technologies
A
$41.6B
$32K ﹤0.01%
276
-9
ALSN icon
456
Allison Transmission
ALSN
$6.8B
$32K ﹤0.01%
339
+22
FWONK icon
457
Liberty Media Series C
FWONK
$24.7B
$32K ﹤0.01%
309
+39
IBDR icon
458
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$32K ﹤0.01%
1,327
IBDS icon
459
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$32K ﹤0.01%
1,329
IR icon
460
Ingersoll Rand
IR
$29.8B
$32K ﹤0.01%
392
+13
PODD icon
461
Insulet
PODD
$23.4B
$32K ﹤0.01%
104
+16
TGT icon
462
Target
TGT
$40.9B
$32K ﹤0.01%
332
+39
UAL icon
463
United Airlines
UAL
$30.8B
$32K ﹤0.01%
407
-69
ATO icon
464
Atmos Energy
ATO
$28.1B
$31K ﹤0.01%
204
+9
SF icon
465
Stifel
SF
$12.3B
$31K ﹤0.01%
300
+22
TKO icon
466
TKO Group
TKO
$14.5B
$31K ﹤0.01%
173
+5
ULTA icon
467
Ulta Beauty
ULTA
$23.7B
$31K ﹤0.01%
68
+40
XLK icon
468
Technology Select Sector SPDR Fund
XLK
$94.7B
$31K ﹤0.01%
+125
AVY icon
469
Avery Dennison
AVY
$13.4B
$31K ﹤0.01%
177
+17
BBY icon
470
Best Buy
BBY
$15.9B
$31K ﹤0.01%
470
+45
CMG icon
471
Chipotle Mexican Grill
CMG
$41.7B
$31K ﹤0.01%
555
+199
CRWD icon
472
CrowdStrike
CRWD
$135B
$31K ﹤0.01%
62
+16
GL icon
473
Globe Life
GL
$10.5B
$31K ﹤0.01%
256
+22
FIS icon
474
Fidelity National Information Services
FIS
$33.3B
$30K ﹤0.01%
374
+56
GPC icon
475
Genuine Parts
GPC
$17.7B
$30K ﹤0.01%
251
+3