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
$691M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,767
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.32M
3
+$1.93M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.8M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.73M

Top Sells

1
+$3.98M
2
+$2.41M
3
+$1.37M
4
ISRG icon
Intuitive Surgical
ISRG
+$988K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$832K

Sector Composition

1 Technology 7.51%
2 Financials 2.51%
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
$4.15B
$23K ﹤0.01%
259
+34
UL icon
577
Unilever
UL
$128B
$23K ﹤0.01%
348
WDAY icon
578
Workday
WDAY
$30.1B
$23K ﹤0.01%
98
+5
WEC icon
579
WEC Energy
WEC
$37.6B
$23K ﹤0.01%
224
+24
HUBB icon
580
Hubbell
HUBB
$29.5B
$22K ﹤0.01%
55
+14
INTC icon
581
Intel
INTC
$412B
$22K ﹤0.01%
1,026
-91
KMX icon
582
CarMax
KMX
$5.44B
$22K ﹤0.01%
339
-42
MTZ icon
583
MasTec
MTZ
$29.9B
$22K ﹤0.01%
133
+9
PKG icon
584
Packaging Corp of America
PKG
$18.9B
$22K ﹤0.01%
122
+4
TTD icon
585
Trade Desk
TTD
$11B
$22K ﹤0.01%
319
+37
UHS icon
586
Universal Health Services
UHS
$10.6B
$22K ﹤0.01%
123
+4
WCC icon
587
WESCO International
WCC
$15.4B
$22K ﹤0.01%
120
+6
AME icon
588
Ametek
AME
$53.3B
$22K ﹤0.01%
123
+21
BJ icon
589
BJs Wholesale Club
BJ
$12.3B
$22K ﹤0.01%
209
+30
CDW icon
590
CDW
CDW
$17.4B
$22K ﹤0.01%
125
+27
EHC icon
591
Encompass Health
EHC
$10B
$22K ﹤0.01%
185
+31
FTI icon
592
TechnipFMC
FTI
$29B
$22K ﹤0.01%
667
+142
HRL icon
593
Hormel Foods
HRL
$12B
$22K ﹤0.01%
730
+134
LBRDK icon
594
Liberty Broadband Class C
LBRDK
$6.81B
$22K ﹤0.01%
233
+37
PTC icon
595
PTC
PTC
$16.1B
$22K ﹤0.01%
130
+34
SPAB icon
596
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
$22K ﹤0.01%
895
-37
TPL icon
597
Texas Pacific Land
TPL
$29.8B
$22K ﹤0.01%
63
+3
TSN icon
598
Tyson Foods
TSN
$22.8B
$22K ﹤0.01%
406
-115
HII icon
599
Huntington Ingalls Industries
HII
$14.4B
$21K ﹤0.01%
89
+38
IWR icon
600
iShares Russell Mid-Cap ETF
IWR
$51.9B
$21K ﹤0.01%
231
-1,008
22 23
24
25 26