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
SNY icon
476
Sanofi
SNY
$113B
$30K ﹤0.01%
641
XLI icon
477
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$30K ﹤0.01%
210
ICUI icon
478
ICU Medical
ICUI
$3.86B
$29K ﹤0.01%
221
+1
AEE icon
479
Ameren
AEE
$28.1B
$29K ﹤0.01%
304
+32
AMCR icon
480
Amcor
AMCR
$18.9B
$29K ﹤0.01%
645
+171
ATR icon
481
AptarGroup
ATR
$8.18B
$29K ﹤0.01%
186
+15
INTF icon
482
iShares International Equity Factor ETF
INTF
$3B
$29K ﹤0.01%
871
SRLN icon
483
State Street Blackstone Senior Loan ETF
SRLN
$6.59B
$29K ﹤0.01%
719
CACI icon
484
CACI
CACI
$14B
$29K ﹤0.01%
61
+9
CTSH icon
485
Cognizant
CTSH
$40.9B
$29K ﹤0.01%
374
+31
DPZ icon
486
Domino's
DPZ
$13.5B
$29K ﹤0.01%
66
+4
FCNCA icon
487
First Citizens BancShares
FCNCA
$27B
$29K ﹤0.01%
15
+1
J icon
488
Jacobs Solutions
J
$16.5B
$29K ﹤0.01%
225
+9
MTG icon
489
MGIC Investment
MTG
$5.91B
$29K ﹤0.01%
1,056
+53
NXPI icon
490
NXP Semiconductors
NXPI
$59.7B
$29K ﹤0.01%
137
-40
RL icon
491
Ralph Lauren
RL
$22B
$29K ﹤0.01%
107
+21
SNOW icon
492
Snowflake
SNOW
$72B
$29K ﹤0.01%
130
+30
TXRH icon
493
Texas Roadhouse
TXRH
$12.9B
$29K ﹤0.01%
159
-18
UTHR icon
494
United Therapeutics
UTHR
$20B
$29K ﹤0.01%
101
+11
FTV icon
495
Fortive
FTV
$17.5B
$28K ﹤0.01%
546
-132
IBDQ
496
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$28K ﹤0.01%
1,143
IBDV icon
497
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.78B
$28K ﹤0.01%
1,276
IBTH icon
498
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.98B
$28K ﹤0.01%
1,249
IQV icon
499
IQVIA
IQV
$40.5B
$28K ﹤0.01%
182
-41
IRDM icon
500
Iridium Communications
IRDM
$1.99B
$28K ﹤0.01%
945
-25