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

Top Buys

1
+$9M
2
+$6.18M
3
+$3.82M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.35M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.77M

Top Sells

1
+$774K
2
+$525K
3
+$354K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$325K
5
VTV icon
Vanguard Value ETF
VTV
+$319K

Sector Composition

1 Technology 8.1%
2 Financials 2.44%
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
IR icon
476
Ingersoll Rand
IR
$33.6B
$33K ﹤0.01%
406
+14
MTZ icon
477
MasTec
MTZ
$29.2B
$33K ﹤0.01%
156
+23
NVT icon
478
nVent Electric
NVT
$21.8B
$33K ﹤0.01%
342
+11
PKG icon
479
Packaging Corp of America
PKG
$19B
$33K ﹤0.01%
155
+33
RMD icon
480
ResMed
RMD
$33.2B
$33K ﹤0.01%
123
+15
SNOW icon
481
Snowflake
SNOW
$49.8B
$33K ﹤0.01%
148
+18
IBDS icon
482
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.79B
$32K ﹤0.01%
1,329
PODD icon
483
Insulet
PODD
$14.1B
$32K ﹤0.01%
106
+2
CRH icon
484
CRH
CRH
$78.2B
$32K ﹤0.01%
272
+74
EFX icon
485
Equifax
EFX
$23.7B
$32K ﹤0.01%
126
+17
EXEL icon
486
Exelixis
EXEL
$11.4B
$32K ﹤0.01%
791
-81
IBDR icon
487
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.66B
$32K ﹤0.01%
1,327
SSNC icon
488
SS&C Technologies
SSNC
$17.4B
$32K ﹤0.01%
362
+26
UNM icon
489
Unum
UNM
$12.9B
$32K ﹤0.01%
424
-149
XLI icon
490
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$32K ﹤0.01%
210
NDAQ icon
491
Nasdaq
NDAQ
$50.4B
$31K ﹤0.01%
356
+60
RIVN icon
492
Rivian
RIVN
$21.4B
$31K ﹤0.01%
2,123
+1,580
BC icon
493
Brunswick
BC
$5.29B
$31K ﹤0.01%
492
+73
CACI icon
494
CACI
CACI
$11.6B
$31K ﹤0.01%
63
+2
INTF icon
495
iShares International Equity Factor ETF
INTF
$3.39B
$31K ﹤0.01%
871
JLL icon
496
Jones Lang LaSalle
JLL
$16.2B
$31K ﹤0.01%
106
+20
L icon
497
Loews
L
$22.9B
$31K ﹤0.01%
314
+18
SNY icon
498
Sanofi
SNY
$115B
$31K ﹤0.01%
676
+35
WBD icon
499
Warner Bros
WBD
$68.9B
$31K ﹤0.01%
1,611
+439
AXON icon
500
Axon Enterprise
AXON
$32.5B
$30K ﹤0.01%
43
+2
18 19
20
21 22