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
WTM icon
876
White Mountains Insurance
WTM
$5.6B
$10K ﹤0.01%
6
DOCS icon
877
Doximity
DOCS
$4.43B
$9K ﹤0.01%
148
+18
EIX icon
878
Edison International
EIX
$26.5B
$9K ﹤0.01%
190
+95
EL icon
879
Estee Lauder
EL
$28.1B
$9K ﹤0.01%
112
-33
FCFS icon
880
FirstCash
FCFS
$9.63B
$9K ﹤0.01%
73
+19
G icon
881
Genpact
G
$5.83B
$9K ﹤0.01%
214
-83
GIS icon
882
General Mills
GIS
$18.7B
$9K ﹤0.01%
185
-158
GTY
883
Getty Realty Corp
GTY
$2B
$9K ﹤0.01%
344
-14
HRB icon
884
H&R Block
HRB
$3.84B
$9K ﹤0.01%
164
+36
LNC icon
885
Lincoln National
LNC
$7.07B
$9K ﹤0.01%
267
-11
MKTX icon
886
MarketAxess Holdings
MKTX
$5.8B
$9K ﹤0.01%
41
+14
ADM icon
887
Archer Daniels Midland
ADM
$33.4B
$9K ﹤0.01%
188
-38
AIT icon
888
Applied Industrial Technologies
AIT
$10.9B
$9K ﹤0.01%
39
+1
AVA icon
889
Avista
AVA
$3.39B
$9K ﹤0.01%
263
-16
BOKF icon
890
BOK Financial
BOKF
$8.05B
$9K ﹤0.01%
102
-29
BRBR icon
891
BellRing Brands
BRBR
$1.9B
$9K ﹤0.01%
168
-15
CFR icon
892
Cullen/Frost Bankers
CFR
$8.9B
$9K ﹤0.01%
74
+8
NYT icon
893
New York Times
NYT
$13.1B
$9K ﹤0.01%
176
+54
OVV icon
894
Ovintiv
OVV
$15.8B
$9K ﹤0.01%
245
+25
PCG icon
895
PG&E
PCG
$36.6B
$9K ﹤0.01%
660
+78
PEGA icon
896
Pegasystems
PEGA
$6.31B
$9K ﹤0.01%
170
+54
POR icon
897
Portland General Electric
POR
$5.9B
$9K ﹤0.01%
224
-155
THG icon
898
Hanover Insurance
THG
$6.25B
$9K ﹤0.01%
54
+11
TNET icon
899
TriNet
TNET
$1.85B
$9K ﹤0.01%
127
+29
UHAL.B icon
900
U-Haul Holding Co Series N
UHAL.B
$9.28B
$9K ﹤0.01%
183
-22