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
WDAY icon
576
Workday
WDAY
$39.7B
$23K ﹤0.01%
98
+5
WEC icon
577
WEC Energy
WEC
$37.7B
$23K ﹤0.01%
224
+24
BC icon
578
Brunswick
BC
$4.58B
$23K ﹤0.01%
419
-41
CIEN icon
579
Ciena
CIEN
$41.6B
$23K ﹤0.01%
291
+70
EHC icon
580
Encompass Health
EHC
$10.7B
$22K ﹤0.01%
185
+31
FTI icon
581
TechnipFMC
FTI
$25.2B
$22K ﹤0.01%
667
+142
HRL icon
582
Hormel Foods
HRL
$13.4B
$22K ﹤0.01%
730
+134
LBRDK icon
583
Liberty Broadband Class C
LBRDK
$7.77B
$22K ﹤0.01%
233
+37
PTC icon
584
PTC
PTC
$19.4B
$22K ﹤0.01%
130
+34
SPAB icon
585
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.14B
$22K ﹤0.01%
895
-37
TPL icon
586
Texas Pacific Land
TPL
$36.2B
$22K ﹤0.01%
63
+3
TSN icon
587
Tyson Foods
TSN
$21.6B
$22K ﹤0.01%
406
-115
HUBB icon
588
Hubbell
HUBB
$25.1B
$22K ﹤0.01%
55
+14
INTC icon
589
Intel
INTC
$217B
$22K ﹤0.01%
1,026
-91
KMX icon
590
CarMax
KMX
$5.98B
$22K ﹤0.01%
339
-42
MTZ icon
591
MasTec
MTZ
$22.5B
$22K ﹤0.01%
133
+9
PKG icon
592
Packaging Corp of America
PKG
$20B
$22K ﹤0.01%
122
+4
TTD icon
593
Trade Desk
TTD
$13.9B
$22K ﹤0.01%
319
+37
UHS icon
594
Universal Health Services
UHS
$11.8B
$22K ﹤0.01%
123
+4
WCC icon
595
WESCO International
WCC
$12.9B
$22K ﹤0.01%
120
+6
AME icon
596
Ametek
AME
$50.8B
$22K ﹤0.01%
123
+21
BJ icon
597
BJs Wholesale Club
BJ
$12.7B
$22K ﹤0.01%
209
+30
CDW icon
598
CDW
CDW
$15.9B
$22K ﹤0.01%
125
+27
HII icon
599
Huntington Ingalls Industries
HII
$16.8B
$21K ﹤0.01%
89
+38
IWR icon
600
iShares Russell Mid-Cap ETF
IWR
$47.7B
$21K ﹤0.01%
231
-1,008
22 23
24
25 26