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
INGR icon
676
Ingredion
INGR
$7.14B
$17K ﹤0.01%
128
+21
KEX icon
677
Kirby Corp
KEX
$6.75B
$17K ﹤0.01%
152
+3
NDSN icon
678
Nordson
NDSN
$15.1B
$17K ﹤0.01%
80
-5
NNI icon
679
Nelnet
NNI
$4.73B
$17K ﹤0.01%
145
+5
POST icon
680
Post Holdings
POST
$5.06B
$17K ﹤0.01%
160
+1
SEIC icon
681
SEI Investments
SEIC
$9.92B
$17K ﹤0.01%
196
+46
SLB icon
682
SLB Ltd
SLB
$70.6B
$17K ﹤0.01%
523
-130
STZ icon
683
Constellation Brands
STZ
$25.8B
$17K ﹤0.01%
107
+15
SXT icon
684
Sensient Technologies
SXT
$3.89B
$17K ﹤0.01%
178
+10
WWD icon
685
Woodward
WWD
$23B
$17K ﹤0.01%
70
+11
DOX icon
686
Amdocs
DOX
$7.44B
$17K ﹤0.01%
188
-42
EQIX icon
687
Equinix
EQIX
$92.9B
$17K ﹤0.01%
23
RWR icon
688
State Street SPDR Dow Jones REIT ETF
RWR
$1.7B
$17K ﹤0.01%
+181
ZBH icon
689
Zimmer Biomet
ZBH
$18.3B
$17K ﹤0.01%
191
-55
AMH icon
690
American Homes 4 Rent
AMH
$10.7B
$17K ﹤0.01%
478
-1
MPWR icon
691
Monolithic Power Systems
MPWR
$52.2B
$16K ﹤0.01%
22
+9
AFG icon
692
American Financial Group
AFG
$10.8B
$16K ﹤0.01%
133
+11
ES icon
693
Eversource Energy
ES
$27.7B
$16K ﹤0.01%
257
+81
EXPE icon
694
Expedia Group
EXPE
$29.6B
$16K ﹤0.01%
100
-5
FOX icon
695
Fox Class B
FOX
$23B
$16K ﹤0.01%
320
+87
IRM icon
696
Iron Mountain
IRM
$31.7B
$16K ﹤0.01%
163
-1
NFG icon
697
National Fuel Gas
NFG
$8.83B
$16K ﹤0.01%
197
+38
OC icon
698
Owens Corning
OC
$8.62B
$16K ﹤0.01%
121
+9
OLLI icon
699
Ollie's Bargain Outlet
OLLI
$6.52B
$16K ﹤0.01%
126
+31
ON icon
700
ON Semiconductor
ON
$23.3B
$16K ﹤0.01%
318
-4
26 27
28
29 30