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 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
HOMB icon
876
Home BancShares
HOMB
$5.3B
$10K ﹤0.01%
378
+20
DOCS icon
877
Doximity
DOCS
$4.68B
$9K ﹤0.01%
148
+18
EIX icon
878
Edison International
EIX
$27.6B
$9K ﹤0.01%
190
+95
EL icon
879
Estee Lauder
EL
$33.5B
$9K ﹤0.01%
112
-33
FCFS icon
880
FirstCash
FCFS
$8.37B
$9K ﹤0.01%
73
+19
G icon
881
Genpact
G
$7.1B
$9K ﹤0.01%
214
-83
GIS icon
882
General Mills
GIS
$23.6B
$9K ﹤0.01%
185
-158
GTY
883
Getty Realty Corp
GTY
$1.98B
$9K ﹤0.01%
344
-14
HRB icon
884
H&R Block
HRB
$4.09B
$9K ﹤0.01%
164
+36
LNC icon
885
Lincoln National
LNC
$6.47B
$9K ﹤0.01%
267
-11
MKTX icon
886
MarketAxess Holdings
MKTX
$6.62B
$9K ﹤0.01%
41
+14
AMKR icon
887
Amkor Technology
AMKR
$10.3B
$9K ﹤0.01%
444
-296
BSY icon
888
Bentley Systems
BSY
$12.1B
$9K ﹤0.01%
182
+68
CHH icon
889
Choice Hotels
CHH
$4.62B
$9K ﹤0.01%
76
-4
CRUS icon
890
Cirrus Logic
CRUS
$6.65B
$9K ﹤0.01%
90
+9
DBX icon
891
Dropbox
DBX
$6.24B
$9K ﹤0.01%
341
+118
DINO icon
892
HF Sinclair
DINO
$10.1B
$9K ﹤0.01%
227
-130
NVS icon
893
Novartis
NVS
$306B
$9K ﹤0.01%
79
ORA icon
894
Ormat Technologies
ORA
$6.62B
$9K ﹤0.01%
119
+18
PIPR icon
895
Piper Sandler
PIPR
$5.23B
$9K ﹤0.01%
34
-5
PPC icon
896
Pilgrim's Pride
PPC
$9.68B
$9K ﹤0.01%
202
-4
SANM icon
897
Sanmina
SANM
$6.72B
$9K ﹤0.01%
102
+8
SON icon
898
Sonoco
SON
$5.26B
$9K ﹤0.01%
210
-48
SPXC icon
899
SPX Corp
SPXC
$10.2B
$9K ﹤0.01%
54
+4
SR icon
900
Spire
SR
$5.42B
$9K ﹤0.01%
126
+1