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
UNF icon
901
Unifirst Corp
UNF
$4.71B
$9K ﹤0.01%
49
+1
AMKR icon
902
Amkor Technology
AMKR
$19.4B
$9K ﹤0.01%
444
-296
BSY icon
903
Bentley Systems
BSY
$10.1B
$9K ﹤0.01%
182
+68
CHH icon
904
Choice Hotels
CHH
$5.47B
$9K ﹤0.01%
76
-4
CRUS icon
905
Cirrus Logic
CRUS
$8.88B
$9K ﹤0.01%
90
+9
DBX icon
906
Dropbox
DBX
$5.73B
$9K ﹤0.01%
341
+118
DINO icon
907
HF Sinclair
DINO
$10.9B
$9K ﹤0.01%
227
-130
NVS icon
908
Novartis
NVS
$278B
$9K ﹤0.01%
79
ORA icon
909
Ormat Technologies
ORA
$6.97B
$9K ﹤0.01%
119
+18
PIPR icon
910
Piper Sandler
PIPR
$6.19B
$9K ﹤0.01%
136
-20
PPC icon
911
Pilgrim's Pride
PPC
$8B
$9K ﹤0.01%
202
-4
SANM icon
912
Sanmina
SANM
$10.5B
$9K ﹤0.01%
102
+8
SON icon
913
Sonoco
SON
$4.78B
$9K ﹤0.01%
210
-48
SPXC icon
914
SPX Corp
SPXC
$11.2B
$9K ﹤0.01%
54
+4
SR icon
915
Spire
SR
$5.37B
$9K ﹤0.01%
126
+1
TNL icon
916
Travel + Leisure Co
TNL
$4.2B
$9K ﹤0.01%
186
+1
VTRS icon
917
Viatris
VTRS
$17B
$9K ﹤0.01%
1,092
+483
GAP
918
The Gap Inc
GAP
$9.13B
$9K ﹤0.01%
421
+93
SGI
919
Somnigroup International
SGI
$16.6B
$9K ﹤0.01%
142
+35
AWI icon
920
Armstrong World Industries
AWI
$7.64B
$8K ﹤0.01%
51
+7
AX icon
921
Axos Financial
AX
$5.41B
$8K ﹤0.01%
110
+30
CALM icon
922
Cal-Maine
CALM
$3.61B
$8K ﹤0.01%
90
+17
CMC icon
923
Commercial Metals
CMC
$7.67B
$8K ﹤0.01%
172
+33
CR icon
924
Crane Co
CR
$10.4B
$8K ﹤0.01%
46
+5
BKE icon
925
Buckle
BKE
$2.89B
$8K ﹤0.01%
195
+31