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
ESAB icon
951
ESAB
ESAB
$7.38B
$8K ﹤0.01%
70
+4
EXLS icon
952
EXL Service
EXLS
$6.79B
$8K ﹤0.01%
187
+13
GLD icon
953
SPDR Gold Trust
GLD
$158B
$8K ﹤0.01%
27
+10
RVTY icon
954
Revvity
RVTY
$12.8B
$8K ﹤0.01%
88
-26
SAIC icon
955
Saic
SAIC
$5.02B
$8K ﹤0.01%
78
+12
SN icon
956
SharkNinja
SN
$17.9B
$8K ﹤0.01%
86
-11
CNH
957
CNH Industrial
CNH
$13.6B
$8K ﹤0.01%
687
+350
ASB icon
958
Associated Banc-Corp
ASB
$4.41B
$8K ﹤0.01%
360
+57
CALM icon
959
Cal-Maine
CALM
$3.71B
$8K ﹤0.01%
90
+17
CMC icon
960
Commercial Metals
CMC
$8.25B
$8K ﹤0.01%
172
+33
DES icon
961
WisdomTree US SmallCap Dividend Fund
DES
$1.95B
$7K ﹤0.01%
+250
SYBT icon
962
Stock Yards Bancorp
SYBT
$2.02B
$7K ﹤0.01%
89
-1
APTV icon
963
Aptiv
APTV
$17B
$7K ﹤0.01%
110
+57
AVT icon
964
Avnet
AVT
$4.13B
$7K ﹤0.01%
145
+24
BANF icon
965
BancFirst
BANF
$3.76B
$7K ﹤0.01%
59
+16
BBU
966
Brookfield Business Partners
BBU
$3.19B
$7K ﹤0.01%
277
BHF icon
967
Brighthouse Financial
BHF
$3.66B
$7K ﹤0.01%
132
+26
BKH icon
968
Black Hills Corp
BKH
$5.54B
$7K ﹤0.01%
130
-52
BKU icon
969
Bankunited
BKU
$3.54B
$7K ﹤0.01%
224
-7
CAR icon
970
Avis
CAR
$4.42B
$7K ﹤0.01%
43
+8
CCI icon
971
Crown Castle
CCI
$39.6B
$7K ﹤0.01%
71
-24
CWT icon
972
California Water Service
CWT
$2.72B
$7K ﹤0.01%
174
+2
DKNG icon
973
DraftKings
DKNG
$16.2B
$7K ﹤0.01%
173
+17
DORM icon
974
Dorman Products
DORM
$3.85B
$7K ﹤0.01%
65
+6
EQR icon
975
Equity Residential
EQR
$23.6B
$7K ﹤0.01%
107
-1