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
ABM icon
926
ABM Industries
ABM
$2.57B
$8K ﹤0.01%
176
-3
ALK icon
927
Alaska Air
ALK
$4.85B
$8K ﹤0.01%
177
-56
AMG icon
928
Affiliated Managers Group
AMG
$7.63B
$8K ﹤0.01%
44
+4
DEO icon
929
Diageo
DEO
$45.5B
$8K ﹤0.01%
82
-1
DLR icon
930
Digital Realty Trust
DLR
$60.5B
$8K ﹤0.01%
51
ESAB icon
931
ESAB
ESAB
$6.55B
$8K ﹤0.01%
70
+4
EXLS icon
932
EXL Service
EXLS
$5.08B
$8K ﹤0.01%
187
+13
GNRC icon
933
Generac Holdings
GNRC
$12B
$8K ﹤0.01%
59
+13
HURN icon
934
Huron Consulting
HURN
$2.45B
$8K ﹤0.01%
63
+1
IESC icon
935
IES Holdings
IESC
$8.58B
$8K ﹤0.01%
28
+12
JXN icon
936
Jackson Financial
JXN
$7.74B
$8K ﹤0.01%
91
-4
KBR icon
937
KBR
KBR
$5.06B
$8K ﹤0.01%
178
+47
LFUS icon
938
Littelfuse
LFUS
$7.59B
$8K ﹤0.01%
38
+2
LRN icon
939
Stride
LRN
$3.7B
$8K ﹤0.01%
61
+9
MDU icon
940
MDU Resources
MDU
$4.29B
$8K ﹤0.01%
521
+135
MGEE icon
941
MGE Energy Inc
MGEE
$2.92B
$8K ﹤0.01%
98
-36
MOG.A icon
942
Moog Inc Class A
MOG.A
$10.1B
$8K ﹤0.01%
45
+11
NJR icon
943
New Jersey Resources
NJR
$5.5B
$8K ﹤0.01%
182
+5
PSTG icon
944
Everpure, Inc.
PSTG
$20.1B
$8K ﹤0.01%
142
+56
RH icon
945
RH
RH
$2.67B
$8K ﹤0.01%
46
+11
RRX icon
946
Regal Rexnord
RRX
$12.4B
$8K ﹤0.01%
59
+23
SN icon
947
SharkNinja
SN
$15.7B
$8K ﹤0.01%
86
-11
VIV icon
948
Telefônica Brasil
VIV
$25.2B
$8K ﹤0.01%
711
WGO icon
949
Winnebago Industries
WGO
$1.02B
$8K ﹤0.01%
284
-1
SW
950
Smurfit Westrock
SW
$22.5B
$8K ﹤0.01%
189
+89