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
THO icon
576
Thor Industries
THO
$5.21B
$23K ﹤0.01%
259
+34
UL icon
577
Unilever
UL
$145B
$23K ﹤0.01%
392
WDAY icon
578
Workday
WDAY
$61.6B
$23K ﹤0.01%
98
+5
WEC icon
579
WEC Energy
WEC
$36.1B
$23K ﹤0.01%
224
+24
AME icon
580
Ametek
AME
$44.5B
$22K ﹤0.01%
123
+21
BJ icon
581
BJs Wholesale Club
BJ
$12.4B
$22K ﹤0.01%
209
+30
CDW icon
582
CDW
CDW
$18.9B
$22K ﹤0.01%
125
+27
EHC icon
583
Encompass Health
EHC
$11.4B
$22K ﹤0.01%
185
+31
FTI icon
584
TechnipFMC
FTI
$17.7B
$22K ﹤0.01%
667
+142
HRL icon
585
Hormel Foods
HRL
$12.5B
$22K ﹤0.01%
730
+134
HUBB icon
586
Hubbell
HUBB
$23B
$22K ﹤0.01%
55
+14
INTC icon
587
Intel
INTC
$169B
$22K ﹤0.01%
1,026
-91
KMX icon
588
CarMax
KMX
$5.06B
$22K ﹤0.01%
339
-42
LBRDK icon
589
Liberty Broadband Class C
LBRDK
$6.75B
$22K ﹤0.01%
233
+37
MTZ icon
590
MasTec
MTZ
$15.2B
$22K ﹤0.01%
133
+9
PKG icon
591
Packaging Corp of America
PKG
$17.7B
$22K ﹤0.01%
122
+4
PTC icon
592
PTC
PTC
$21.5B
$22K ﹤0.01%
130
+34
SPAB icon
593
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.62B
$22K ﹤0.01%
895
-37
TPL icon
594
Texas Pacific Land
TPL
$23.5B
$22K ﹤0.01%
21
+1
TSN icon
595
Tyson Foods
TSN
$19.1B
$22K ﹤0.01%
406
-115
TTD icon
596
Trade Desk
TTD
$20.3B
$22K ﹤0.01%
319
+37
WCC icon
597
WESCO International
WCC
$12.5B
$22K ﹤0.01%
120
+6
UHS icon
598
Universal Health Services
UHS
$14.1B
$22K ﹤0.01%
123
+4
APO icon
599
Apollo Global Management
APO
$75.8B
$21K ﹤0.01%
151
+27
AXS icon
600
AXIS Capital
AXS
$7.87B
$21K ﹤0.01%
206
+63