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
$769M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Sells

1 +$774K
2 +$545K
3 +$366K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$336K
5
VTV icon
Vanguard Value ETF
VTV
+$329K

Sector Composition

1 Technology 8.16%
2 Financials 2.39%
3 Consumer Discretionary 1.7%
4 Healthcare 1.68%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLXS icon
951
Plexus
PLXS
$3.97B
$8K ﹤0.01%
58
+2
PSA icon
952
Public Storage
PSA
$48.8B
$8K ﹤0.01%
28
+4
PSN icon
953
Parsons
PSN
$8.83B
$8K ﹤0.01%
99
+17
RELX icon
954
RELX
RELX
$73.1B
$8K ﹤0.01%
186
+42
RLI icon
955
RLI Corp
RLI
$5.75B
$8K ﹤0.01%
123
-35
SCHA icon
956
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$8K ﹤0.01%
292
SNEX icon
957
StoneX
SNEX
$4.88B
$8K ﹤0.01%
85
+2
AA icon
958
Alcoa
AA
$11.4B
$8K ﹤0.01%
267
+94
ABCB icon
959
Ameris Bancorp
ABCB
$5.24B
$8K ﹤0.01%
114
+13
ABM icon
960
ABM Industries
ABM
$2.69B
$8K ﹤0.01%
182
+6
ALGN icon
961
Align Technology
ALGN
$11.1B
$8K ﹤0.01%
71
-10
AVA icon
962
Avista
AVA
$3.2B
$8K ﹤0.01%
231
-32
AVT icon
963
Avnet
AVT
$4.01B
$8K ﹤0.01%
163
+18
BIIB icon
964
Biogen
BIIB
$26.5B
$8K ﹤0.01%
59
+14
BIO icon
965
Bio-Rad Laboratories Class A
BIO
$8.64B
$8K ﹤0.01%
29
+4
CADE icon
966
Cadence Bank
CADE
$7.8B
$8K ﹤0.01%
225
+18
CDE icon
967
Coeur Mining
CDE
$10.4B
$8K ﹤0.01%
464
+295
CLF icon
968
Cleveland-Cliffs
CLF
$7.42B
$8K ﹤0.01%
699
+508
CNX icon
969
CNX Resources
CNX
$5.45B
$8K ﹤0.01%
274
-42
DEO icon
970
Diageo
DEO
$51.2B
$8K ﹤0.01%
93
+11
DES icon
971
WisdomTree US SmallCap Dividend Fund
DES
$1.87B
$8K ﹤0.01%
250
EIX icon
972
Edison International
EIX
$22B
$8K ﹤0.01%
146
-44
GTES icon
973
Gates Industrial
GTES
$5.73B
$8K ﹤0.01%
362
+32
H icon
974
Hyatt Hotels
H
$15.3B
$8K ﹤0.01%
58
+3
HALO icon
975
Halozyme
HALO
$7.6B
$8K ﹤0.01%
111
+16