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
AX icon
926
Axos Financial
AX
$5.35B
$8K ﹤0.01%
110
+30
BKE icon
927
Buckle
BKE
$2.7B
$8K ﹤0.01%
195
+31
BMI icon
928
Badger Meter
BMI
$5.06B
$8K ﹤0.01%
36
+12
CPNG icon
929
Coupang
CPNG
$38.6B
$8K ﹤0.01%
293
+126
CR icon
930
Crane Co
CR
$11.9B
$8K ﹤0.01%
46
+5
DEO icon
931
Diageo
DEO
$49.2B
$8K ﹤0.01%
82
-1
GNRC icon
932
Generac Holdings
GNRC
$9.44B
$8K ﹤0.01%
59
+13
HURN icon
933
Huron Consulting
HURN
$3.16B
$8K ﹤0.01%
63
+1
IESC icon
934
IES Holdings
IESC
$9.17B
$8K ﹤0.01%
28
+12
JXN icon
935
Jackson Financial
JXN
$7.72B
$8K ﹤0.01%
91
-4
KBR icon
936
KBR
KBR
$5.67B
$8K ﹤0.01%
178
+47
LFUS icon
937
Littelfuse
LFUS
$7.4B
$8K ﹤0.01%
38
+2
LRN icon
938
Stride
LRN
$3.06B
$8K ﹤0.01%
61
+9
MDU icon
939
MDU Resources
MDU
$4.25B
$8K ﹤0.01%
521
+135
MGEE icon
940
MGE Energy Inc
MGEE
$2.91B
$8K ﹤0.01%
98
-36
MOG.A icon
941
Moog Inc Class A
MOG.A
$9.73B
$8K ﹤0.01%
45
+11
NJR icon
942
New Jersey Resources
NJR
$4.85B
$8K ﹤0.01%
182
+5
PSTG icon
943
Pure Storage
PSTG
$24.1B
$8K ﹤0.01%
142
+56
RRX icon
944
Regal Rexnord
RRX
$10.6B
$8K ﹤0.01%
59
+23
VIV icon
945
Telefônica Brasil
VIV
$19.3B
$8K ﹤0.01%
711
WGO icon
946
Winnebago Industries
WGO
$1.35B
$8K ﹤0.01%
284
-1
SW
947
Smurfit Westrock
SW
$22.3B
$8K ﹤0.01%
189
+89
BNT
948
Brookfield Wealth Solutions
BNT
$11.7B
$8K ﹤0.01%
215
RAL
949
Ralliant Corp
RAL
$6.04B
$8K ﹤0.01%
+171
DLR icon
950
Digital Realty Trust
DLR
$56.2B
$8K ﹤0.01%
51