HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Fund
S&P 500
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 +$3.98M
2 +$2.41M
3 +$1.37M
4
ISRG icon
Intuitive Surgical
ISRG
+$988K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$832K

Sector Composition

1 Technology 7.51%
2 Financials 2.51%
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
NJR icon
951
New Jersey Resources
NJR
$5.7B
$8K ﹤0.01%
182
+5
P
952
Everpure Inc
P
$23.1B
$8K ﹤0.01%
142
+56
RH icon
953
RH
RH
$2.6B
$8K ﹤0.01%
46
+11
RRX icon
954
Regal Rexnord
RRX
$14.2B
$8K ﹤0.01%
59
+23
SN icon
955
SharkNinja
SN
$16.2B
$8K ﹤0.01%
86
-11
VIV icon
956
Telefônica Brasil
VIV
$25.5B
$8K ﹤0.01%
711
WGO icon
957
Winnebago Industries
WGO
$923M
$8K ﹤0.01%
284
-1
SW
958
Smurfit Westrock
SW
$21.2B
$8K ﹤0.01%
189
+89
BNT
959
Brookfield Wealth Solutions
BNT
$12.4B
$8K ﹤0.01%
215
RAL
960
Ralliant Corp
RAL
$5.08B
$8K ﹤0.01%
+171
CCI icon
961
Crown Castle
CCI
$38.2B
$7K ﹤0.01%
71
-24
CWT icon
962
California Water Service
CWT
$2.84B
$7K ﹤0.01%
174
+2
DES icon
963
WisdomTree US SmallCap Dividend Fund
DES
$2.08B
$7K ﹤0.01%
+250
BKH icon
964
Black Hills Corp
BKH
$5.68B
$7K ﹤0.01%
130
-52
BKU icon
965
Bankunited
BKU
$3.43B
$7K ﹤0.01%
224
-7
CAR icon
966
Avis
CAR
$8.09B
$7K ﹤0.01%
43
+8
GBCI icon
967
Glacier Bancorp
GBCI
$6.42B
$7K ﹤0.01%
180
-2
GTES icon
968
Gates Industrial
GTES
$6.49B
$7K ﹤0.01%
330
+45
H icon
969
Hyatt Hotels
H
$15.5B
$7K ﹤0.01%
55
+16
HRI icon
970
Herc Holdings
HRI
$4.05B
$7K ﹤0.01%
59
+36
IBOC icon
971
International Bancshares
IBOC
$4.49B
$7K ﹤0.01%
111
-3
ILMN icon
972
Illumina
ILMN
$19.1B
$7K ﹤0.01%
76
+30
INCY icon
973
Incyte
INCY
$19B
$7K ﹤0.01%
104
-44
RIVN icon
974
Rivian
RIVN
$21B
$7K ﹤0.01%
543
+402
SBAC icon
975
SBA Communications
SBAC
$23.3B
$7K ﹤0.01%
33