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
VIV icon
951
Telefônica Brasil
VIV
$21B
$8K ﹤0.01%
711
WGO icon
952
Winnebago Industries
WGO
$946M
$8K ﹤0.01%
284
-1
CNH
953
CNH Industrial
CNH
$12.5B
$8K ﹤0.01%
687
+350
SW
954
Smurfit Westrock
SW
$17.9B
$8K ﹤0.01%
189
+89
BNT
955
Brookfield Wealth Solutions
BNT
$13.4B
$8K ﹤0.01%
215
RAL
956
Ralliant Corp
RAL
$5.35B
$8K ﹤0.01%
+171
ASB icon
957
Associated Banc-Corp
ASB
$4.2B
$8K ﹤0.01%
360
+57
AWI icon
958
Armstrong World Industries
AWI
$7.88B
$8K ﹤0.01%
51
+7
CALM icon
959
Cal-Maine
CALM
$4.39B
$8K ﹤0.01%
90
+17
CMC icon
960
Commercial Metals
CMC
$6.54B
$8K ﹤0.01%
172
+33
APTV icon
961
Aptiv
APTV
$17.1B
$7K ﹤0.01%
110
+57
AVT icon
962
Avnet
AVT
$3.78B
$7K ﹤0.01%
145
+24
BANF icon
963
BancFirst
BANF
$3.7B
$7K ﹤0.01%
59
+16
BBU
964
Brookfield Business Partners
BBU
$2.89B
$7K ﹤0.01%
277
BHF icon
965
Brighthouse Financial
BHF
$3.76B
$7K ﹤0.01%
132
+26
BKH icon
966
Black Hills Corp
BKH
$5.28B
$7K ﹤0.01%
130
-52
BKU icon
967
Bankunited
BKU
$2.98B
$7K ﹤0.01%
224
-7
CAR icon
968
Avis
CAR
$4.88B
$7K ﹤0.01%
43
+8
CCI icon
969
Crown Castle
CCI
$39.9B
$7K ﹤0.01%
71
-24
CWT icon
970
California Water Service
CWT
$2.73B
$7K ﹤0.01%
174
+2
DES icon
971
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$7K ﹤0.01%
+250
DKNG icon
972
DraftKings
DKNG
$14.7B
$7K ﹤0.01%
173
+17
DORM icon
973
Dorman Products
DORM
$4.03B
$7K ﹤0.01%
65
+6
EQR icon
974
Equity Residential
EQR
$22.6B
$7K ﹤0.01%
107
-1
ESE icon
975
ESCO Technologies
ESE
$5.69B
$7K ﹤0.01%
40
+11