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
$769M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Sells

1 +$774K
2 +$545K
3 +$366K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$336K
5
VTV icon
Vanguard Value ETF
VTV
+$329K

Sector Composition

1 Technology 8.16%
2 Financials 2.39%
3 Consumer Discretionary 1.7%
4 Healthcare 1.68%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PKG icon
476
Packaging Corp of America
PKG
$17.8B
$33K ﹤0.01%
155
+33
RMD icon
477
ResMed
RMD
$36.7B
$33K ﹤0.01%
123
+15
SNOW icon
478
Snowflake
SNOW
$89.8B
$33K ﹤0.01%
148
+18
VLTO icon
479
Veralto
VLTO
$25.4B
$33K ﹤0.01%
313
-15
VRSN icon
480
VeriSign
VRSN
$23.2B
$33K ﹤0.01%
120
-1
WDC icon
481
Western Digital
WDC
$53.2B
$33K ﹤0.01%
283
+53
CRH icon
482
CRH
CRH
$81.2B
$32K ﹤0.01%
272
+74
EFX icon
483
Equifax
EFX
$25.7B
$32K ﹤0.01%
126
+17
EXEL icon
484
Exelixis
EXEL
$11.8B
$32K ﹤0.01%
791
-81
IBDR icon
485
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.54B
$32K ﹤0.01%
1,327
IBDS icon
486
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.49B
$32K ﹤0.01%
1,329
PODD icon
487
Insulet
PODD
$21.6B
$32K ﹤0.01%
106
+2
SSNC icon
488
SS&C Technologies
SSNC
$21.1B
$32K ﹤0.01%
362
+26
UNM icon
489
Unum
UNM
$12.3B
$32K ﹤0.01%
424
-149
XLI icon
490
State Street Industrial Select Sector SPDR ETF
XLI
$24.4B
$32K ﹤0.01%
210
BC icon
491
Brunswick
BC
$4.56B
$31K ﹤0.01%
492
+73
CACI icon
492
CACI
CACI
$13.1B
$31K ﹤0.01%
63
+2
INTF icon
493
iShares International Equity Factor ETF
INTF
$2.81B
$31K ﹤0.01%
871
JLL icon
494
Jones Lang LaSalle
JLL
$15.6B
$31K ﹤0.01%
106
+20
L icon
495
Loews
L
$21.9B
$31K ﹤0.01%
314
+18
NDAQ icon
496
Nasdaq
NDAQ
$50.4B
$31K ﹤0.01%
356
+60
RIVN icon
497
Rivian
RIVN
$21.5B
$31K ﹤0.01%
2,123
+1,580
SNY icon
498
Sanofi
SNY
$121B
$31K ﹤0.01%
676
+35
WBD icon
499
Warner Bros
WBD
$60.9B
$31K ﹤0.01%
1,611
+439
AIZ icon
500
Assurant
AIZ
$11.1B
$30K ﹤0.01%
139