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 Buys

1
+$4.54M
2
+$3.36M
3
+$1.95M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.94M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.83M

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
THO icon
576
Thor Industries
THO
$6.06B
$23K ﹤0.01%
259
+34
UL icon
577
Unilever
UL
$141B
$23K ﹤0.01%
348
WDAY icon
578
Workday
WDAY
$49.1B
$23K ﹤0.01%
98
+5
WEC icon
579
WEC Energy
WEC
$35.3B
$23K ﹤0.01%
224
+24
HRL icon
580
Hormel Foods
HRL
$13.3B
$22K ﹤0.01%
730
+134
HUBB icon
581
Hubbell
HUBB
$26B
$22K ﹤0.01%
55
+14
INTC icon
582
Intel
INTC
$224B
$22K ﹤0.01%
1,026
-91
KMX icon
583
CarMax
KMX
$6.92B
$22K ﹤0.01%
339
-42
LBRDK icon
584
Liberty Broadband Class C
LBRDK
$6.34B
$22K ﹤0.01%
233
+37
MTZ icon
585
MasTec
MTZ
$19.1B
$22K ﹤0.01%
133
+9
PKG icon
586
Packaging Corp of America
PKG
$19.9B
$22K ﹤0.01%
122
+4
PTC icon
587
PTC
PTC
$19.8B
$22K ﹤0.01%
130
+34
SPAB icon
588
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.12B
$22K ﹤0.01%
895
-37
TPL icon
589
Texas Pacific Land
TPL
$23.3B
$22K ﹤0.01%
63
+3
TSN icon
590
Tyson Foods
TSN
$21.2B
$22K ﹤0.01%
406
-115
TTD icon
591
Trade Desk
TTD
$17.2B
$22K ﹤0.01%
319
+37
UHS icon
592
Universal Health Services
UHS
$12.5B
$22K ﹤0.01%
123
+4
WCC icon
593
WESCO International
WCC
$13.7B
$22K ﹤0.01%
120
+6
AME icon
594
Ametek
AME
$49.6B
$22K ﹤0.01%
123
+21
BJ icon
595
BJs Wholesale Club
BJ
$12.2B
$22K ﹤0.01%
209
+30
CDW icon
596
CDW
CDW
$17.2B
$22K ﹤0.01%
125
+27
EHC icon
597
Encompass Health
EHC
$10.1B
$22K ﹤0.01%
185
+31
FTI icon
598
TechnipFMC
FTI
$21.1B
$22K ﹤0.01%
667
+142
STE icon
599
Steris
STE
$26.4B
$21K ﹤0.01%
90
+22
TDTT icon
600
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$21K ﹤0.01%
+896
22 23
24
25 26