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 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
TWLO icon
451
Twilio
TWLO
$18.6B
$33K ﹤0.01%
266
+9
VLTO icon
452
Veralto
VLTO
$23.5B
$33K ﹤0.01%
328
+68
ZBRA icon
453
Zebra Technologies
ZBRA
$11.4B
$33K ﹤0.01%
110
+21
SSD icon
454
Simpson Manufacturing
SSD
$7.94B
$33K ﹤0.01%
217
+5
A icon
455
Agilent Technologies
A
$34.1B
$32K ﹤0.01%
276
-9
ALSN icon
456
Allison Transmission
ALSN
$10.5B
$32K ﹤0.01%
339
+22
FWONK icon
457
Liberty Media Series C
FWONK
$21.4B
$32K ﹤0.01%
309
+39
IBDR icon
458
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.7B
$32K ﹤0.01%
1,327
IBDS icon
459
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.72B
$32K ﹤0.01%
1,329
UAL icon
460
United Airlines
UAL
$30.9B
$32K ﹤0.01%
407
-69
IR icon
461
Ingersoll Rand
IR
$36B
$32K ﹤0.01%
392
+13
PODD icon
462
Insulet
PODD
$17.1B
$32K ﹤0.01%
104
+16
TGT icon
463
Target
TGT
$54.4B
$32K ﹤0.01%
332
+39
AVY icon
464
Avery Dennison
AVY
$14.5B
$31K ﹤0.01%
177
+17
ULTA icon
465
Ulta Beauty
ULTA
$29B
$31K ﹤0.01%
68
+40
XLK icon
466
State Street Technology Select Sector SPDR ETF
XLK
$88.6B
$31K ﹤0.01%
+250
ATO icon
467
Atmos Energy
ATO
$30.9B
$31K ﹤0.01%
204
+9
CMG icon
468
Chipotle Mexican Grill
CMG
$48.3B
$31K ﹤0.01%
555
+199
GL icon
469
Globe Life
GL
$11.5B
$31K ﹤0.01%
256
+22
SF icon
470
Stifel
SF
$11.6B
$31K ﹤0.01%
300
+22
TKO icon
471
TKO Group
TKO
$16.9B
$31K ﹤0.01%
173
+5
BBY icon
472
Best Buy
BBY
$14.1B
$31K ﹤0.01%
470
+45
CRWD icon
473
CrowdStrike
CRWD
$107B
$31K ﹤0.01%
62
+16
FIS icon
474
Fidelity National Information Services
FIS
$26B
$30K ﹤0.01%
374
+56
GPC icon
475
Genuine Parts
GPC
$15.9B
$30K ﹤0.01%
251
+3