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
$691M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,767
New
Increased
Reduced
Closed

Top Sells

1 +$4.3M
2 +$2.6M
3 +$1.45M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.03M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$894K

Sector Composition

1 Technology 7.57%
2 Financials 2.45%
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
BMI icon
926
Badger Meter
BMI
$5.18B
$8K ﹤0.01%
36
+12
CPNG icon
927
Coupang
CPNG
$51.5B
$8K ﹤0.01%
293
+126
CR icon
928
Crane Co
CR
$10.6B
$8K ﹤0.01%
46
+5
DEO icon
929
Diageo
DEO
$52.6B
$8K ﹤0.01%
82
-1
DLR icon
930
Digital Realty Trust
DLR
$54.3B
$8K ﹤0.01%
51
ESAB icon
931
ESAB
ESAB
$6.78B
$8K ﹤0.01%
70
+4
EXLS icon
932
EXL Service
EXLS
$6.3B
$8K ﹤0.01%
187
+13
GLD icon
933
SPDR Gold Trust
GLD
$131B
$8K ﹤0.01%
27
+10
GNRC icon
934
Generac Holdings
GNRC
$8.87B
$8K ﹤0.01%
59
+13
HURN icon
935
Huron Consulting
HURN
$2.85B
$8K ﹤0.01%
63
+1
IESC icon
936
IES Holdings
IESC
$7.24B
$8K ﹤0.01%
28
+12
JXN icon
937
Jackson Financial
JXN
$6.42B
$8K ﹤0.01%
91
-4
KBR icon
938
KBR
KBR
$5.34B
$8K ﹤0.01%
178
+47
LFUS icon
939
Littelfuse
LFUS
$5.99B
$8K ﹤0.01%
38
+2
LRN icon
940
Stride
LRN
$2.81B
$8K ﹤0.01%
61
+9
MDU icon
941
MDU Resources
MDU
$4.21B
$8K ﹤0.01%
521
+135
MGEE icon
942
MGE Energy Inc
MGEE
$3.06B
$8K ﹤0.01%
98
-36
MOG.A icon
943
Moog Inc Class A
MOG.A
$6.38B
$8K ﹤0.01%
45
+11
NJR icon
944
New Jersey Resources
NJR
$4.68B
$8K ﹤0.01%
182
+5
PSTG icon
945
Pure Storage
PSTG
$27.8B
$8K ﹤0.01%
142
+56
RH icon
946
RH
RH
$2.8B
$8K ﹤0.01%
46
+11
RRX icon
947
Regal Rexnord
RRX
$9.12B
$8K ﹤0.01%
59
+23
RVTY icon
948
Revvity
RVTY
$10.5B
$8K ﹤0.01%
88
-26
SAIC icon
949
Saic
SAIC
$4.08B
$8K ﹤0.01%
78
+12
SN icon
950
SharkNinja
SN
$12.4B
$8K ﹤0.01%
86
-11