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
PTF icon
701
Invesco Dorsey Wright Technology Momentum ETF
PTF
$398M
$16K ﹤0.01%
235
RY icon
702
Royal Bank of Canada
RY
$237B
$16K ﹤0.01%
129
SCI icon
703
Service Corp International
SCI
$11.6B
$16K ﹤0.01%
202
+15
BG icon
704
Bunge Global
BG
$20.8B
$16K ﹤0.01%
204
+12
TER icon
705
Teradyne
TER
$35.7B
$16K ﹤0.01%
183
-49
XPO icon
706
XPO
XPO
$17.7B
$16K ﹤0.01%
133
+27
JHG icon
707
Janus Henderson
JHG
$7.15B
$15K ﹤0.01%
391
+23
KEY icon
708
KeyCorp
KEY
$23B
$15K ﹤0.01%
891
-26
ALGN icon
709
Align Technology
ALGN
$12.3B
$15K ﹤0.01%
81
+28
AR icon
710
Antero Resources
AR
$9.98B
$15K ﹤0.01%
393
+61
ARW icon
711
Arrow Electronics
ARW
$6.09B
$15K ﹤0.01%
120
-9
FE icon
712
FirstEnergy
FE
$27.3B
$15K ﹤0.01%
388
+106
FVD icon
713
First Trust Value Line Dividend Fund
FVD
$8.58B
$15K ﹤0.01%
355
GOLF icon
714
Acushnet Holdings
GOLF
$5.39B
$15K ﹤0.01%
211
+13
GSIE icon
715
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.01B
$15K ﹤0.01%
381
KWR icon
716
Quaker Houghton
KWR
$2.74B
$15K ﹤0.01%
142
-3
LKQ icon
717
LKQ Corp
LKQ
$8.58B
$15K ﹤0.01%
430
+29
MLI icon
718
Mueller Industries
MLI
$14.7B
$15K ﹤0.01%
193
+2
NVO icon
719
Novo Nordisk
NVO
$277B
$15K ﹤0.01%
218
ONB icon
720
Old National Bancorp
ONB
$9.09B
$15K ﹤0.01%
711
-7
SONY icon
721
Sony
SONY
$144B
$15K ﹤0.01%
580
ZION icon
722
Zions Bancorporation
ZION
$8.8B
$15K ﹤0.01%
293
+26
ABG icon
723
Asbury Automotive
ABG
$4.81B
$15K ﹤0.01%
64
+7
ACA icon
724
Arcosa
ACA
$5.65B
$15K ﹤0.01%
175
+5
AKAM icon
725
Akamai
AKAM
$13.4B
$15K ﹤0.01%
200
+41