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
ON icon
701
ON Semiconductor
ON
$19.2B
$16K ﹤0.01%
318
-4
PTF icon
702
Invesco Dorsey Wright Technology Momentum ETF
PTF
$383M
$16K ﹤0.01%
235
RY icon
703
Royal Bank of Canada
RY
$207B
$16K ﹤0.01%
129
SCI icon
704
Service Corp International
SCI
$11.2B
$16K ﹤0.01%
202
+15
TER icon
705
Teradyne
TER
$26.6B
$16K ﹤0.01%
183
-49
XPO icon
706
XPO
XPO
$15.7B
$16K ﹤0.01%
133
+27
ABG icon
707
Asbury Automotive
ABG
$4.32B
$15K ﹤0.01%
64
+7
ACA icon
708
Arcosa
ACA
$4.93B
$15K ﹤0.01%
175
+5
AKAM icon
709
Akamai
AKAM
$12.5B
$15K ﹤0.01%
200
+41
ALGN icon
710
Align Technology
ALGN
$9.84B
$15K ﹤0.01%
81
+28
AR icon
711
Antero Resources
AR
$10.6B
$15K ﹤0.01%
393
+61
ARW icon
712
Arrow Electronics
ARW
$5.57B
$15K ﹤0.01%
120
-9
CHD icon
713
Church & Dwight Co
CHD
$20.2B
$15K ﹤0.01%
166
-43
CNO icon
714
CNO Financial Group
CNO
$3.93B
$15K ﹤0.01%
411
+62
DLTR icon
715
Dollar Tree
DLTR
$21.4B
$15K ﹤0.01%
159
+58
FE icon
716
FirstEnergy
FE
$26.5B
$15K ﹤0.01%
388
+106
FVD icon
717
First Trust Value Line Dividend Fund
FVD
$9.02B
$15K ﹤0.01%
355
GOLF icon
718
Acushnet Holdings
GOLF
$4.66B
$15K ﹤0.01%
211
+13
GSIE icon
719
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.52B
$15K ﹤0.01%
381
JHG icon
720
Janus Henderson
JHG
$6.68B
$15K ﹤0.01%
391
+23
KEY icon
721
KeyCorp
KEY
$19.3B
$15K ﹤0.01%
891
-26
KWR icon
722
Quaker Houghton
KWR
$2.31B
$15K ﹤0.01%
142
-3
LKQ icon
723
LKQ Corp
LKQ
$7.82B
$15K ﹤0.01%
430
+29
MLI icon
724
Mueller Industries
MLI
$11.9B
$15K ﹤0.01%
193
+2
NVO icon
725
Novo Nordisk
NVO
$214B
$15K ﹤0.01%
218