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
RMD icon
476
ResMed
RMD
$37.6B
$33K ﹤0.01%
123
+15
SNOW icon
477
Snowflake
SNOW
$57.6B
$33K ﹤0.01%
148
+18
CRWD icon
478
CrowdStrike
CRWD
$103B
$33K ﹤0.01%
68
+6
VLTO icon
479
Veralto
VLTO
$23.7B
$33K ﹤0.01%
313
-15
VRSN icon
480
VeriSign
VRSN
$21.9B
$33K ﹤0.01%
120
-1
WDC icon
481
Western Digital
WDC
$88.6B
$33K ﹤0.01%
283
+53
CRH icon
482
CRH
CRH
$75.9B
$32K ﹤0.01%
272
+74
EFX icon
483
Equifax
EFX
$24.8B
$32K ﹤0.01%
126
+17
EXEL icon
484
Exelixis
EXEL
$10.8B
$32K ﹤0.01%
791
-81
IBDR icon
485
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.7B
$32K ﹤0.01%
1,327
SSNC icon
486
SS&C Technologies
SSNC
$18.2B
$32K ﹤0.01%
362
+26
UNM icon
487
Unum
UNM
$11.6B
$32K ﹤0.01%
424
-149
XLI icon
488
State Street Industrial Select Sector SPDR ETF
XLI
$31.6B
$32K ﹤0.01%
210
IBDS icon
489
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.72B
$32K ﹤0.01%
1,329
PODD icon
490
Insulet
PODD
$17B
$32K ﹤0.01%
106
+2
BC icon
491
Brunswick
BC
$5.07B
$31K ﹤0.01%
492
+73
CACI icon
492
CACI
CACI
$13.8B
$31K ﹤0.01%
63
+2
INTF icon
493
iShares International Equity Factor ETF
INTF
$3.22B
$31K ﹤0.01%
871
JLL icon
494
Jones Lang LaSalle
JLL
$14.5B
$31K ﹤0.01%
106
+20
L icon
495
Loews
L
$23B
$31K ﹤0.01%
314
+18
SNY icon
496
Sanofi
SNY
$112B
$31K ﹤0.01%
676
+35
WBD icon
497
Warner Bros
WBD
$69.3B
$31K ﹤0.01%
1,611
+439
NDAQ icon
498
Nasdaq
NDAQ
$49.7B
$31K ﹤0.01%
356
+60
RIVN icon
499
Rivian
RIVN
$18.5B
$31K ﹤0.01%
2,123
+1,580
AXON icon
500
Axon Enterprise
AXON
$46.6B
$30K ﹤0.01%
43
+2
18 19
20
21 22