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
$769M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Sells

1 +$774K
2 +$545K
3 +$366K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$336K
5
VTV icon
Vanguard Value ETF
VTV
+$329K

Sector Composition

1 Technology 8.16%
2 Financials 2.39%
3 Consumer Discretionary 1.7%
4 Healthcare 1.68%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TPH icon
726
Tri Pointe Homes
TPH
$2.96B
$16K ﹤0.01%
491
+22
VIRT icon
727
Virtu Financial
VIRT
$2.96B
$16K ﹤0.01%
461
-88
WYNN icon
728
Wynn Resorts
WYNN
$13.7B
$16K ﹤0.01%
128
+19
ZS icon
729
Zscaler
ZS
$38.9B
$16K ﹤0.01%
54
+10
ZWS icon
730
Zurn Elkay Water Solutions
ZWS
$7.94B
$16K ﹤0.01%
356
+14
ABG icon
731
Asbury Automotive
ABG
$4.59B
$15K ﹤0.01%
64
AM icon
732
Antero Midstream
AM
$8.62B
$15K ﹤0.01%
777
+12
AMH icon
733
American Homes 4 Rent
AMH
$11.7B
$15K ﹤0.01%
478
AOS icon
734
A.O. Smith
AOS
$9.37B
$15K ﹤0.01%
206
+12
APTV icon
735
Aptiv
APTV
$16.9B
$15K ﹤0.01%
176
+66
BG icon
736
Bunge Global
BG
$18.4B
$15K ﹤0.01%
188
-16
CHD icon
737
Church & Dwight Co
CHD
$20.1B
$15K ﹤0.01%
172
+6
CWEN icon
738
Clearway Energy Class C
CWEN
$4.12B
$15K ﹤0.01%
556
-26
DVN icon
739
Devon Energy
DVN
$23.6B
$15K ﹤0.01%
439
+292
FTS icon
740
Fortis
FTS
$25.8B
$15K ﹤0.01%
312
GOVT icon
741
iShares US Treasury Bond ETF
GOVT
$33.3B
$15K ﹤0.01%
+654
GSIE icon
742
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.75B
$15K ﹤0.01%
381
HSIC icon
743
Henry Schein
HSIC
$8.58B
$15K ﹤0.01%
236
-23
IPG
744
DELISTED
Interpublic Group of Companies
IPG
$15K ﹤0.01%
556
IRDM icon
745
Iridium Communications
IRDM
$1.79B
$15K ﹤0.01%
893
-52
IT icon
746
Gartner
IT
$16.7B
$15K ﹤0.01%
59
-43
IVE icon
747
iShares S&P 500 Value ETF
IVE
$47.5B
$15K ﹤0.01%
73
KMX icon
748
CarMax
KMX
$5.73B
$15K ﹤0.01%
342
+3
LECO icon
749
Lincoln Electric
LECO
$13.3B
$15K ﹤0.01%
64
+5
MEDP icon
750
Medpace
MEDP
$16.2B
$15K ﹤0.01%
30
+9