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
SCHA icon
976
Schwab U.S Small- Cap ETF
SCHA
$22B
$7K ﹤0.01%
292
SLGN icon
977
Silgan Holdings
SLGN
$4.12B
$7K ﹤0.01%
146
+16
SMG icon
978
ScottsMiracle-Gro
SMG
$3.9B
$7K ﹤0.01%
114
-1
TAP icon
979
Molson Coors Class B
TAP
$7.98B
$7K ﹤0.01%
146
-67
TKR icon
980
Timken Company
TKR
$7.48B
$7K ﹤0.01%
98
-6
UBSI icon
981
United Bankshares
UBSI
$6.07B
$7K ﹤0.01%
207
+6
VB icon
982
Vanguard Small-Cap ETF
VB
$76.6B
$7K ﹤0.01%
33
WELL icon
983
Welltower
WELL
$147B
$7K ﹤0.01%
46
-32
WHR icon
984
Whirlpool
WHR
$3.47B
$7K ﹤0.01%
74
+11
WSFS icon
985
WSFS Financial
WSFS
$3.73B
$7K ﹤0.01%
128
+3
LTH icon
986
Life Time Group Holdings
LTH
$6.07B
$7K ﹤0.01%
255
-6
NWS icon
987
News Corp Class B
NWS
$16.6B
$7K ﹤0.01%
224
+32
PBH icon
988
Prestige Consumer Healthcare
PBH
$2.79B
$7K ﹤0.01%
89
+6
PLXS icon
989
Plexus
PLXS
$6.81B
$7K ﹤0.01%
56
+13
APTV icon
990
Aptiv
APTV
$12.8B
$7K ﹤0.01%
110
+57
AVT icon
991
Avnet
AVT
$6.44B
$7K ﹤0.01%
145
+24
BANF icon
992
BancFirst
BANF
$3.81B
$7K ﹤0.01%
59
+16
BBU
993
DELISTED
Brookfield Business Partners
BBU
$7K ﹤0.01%
277
BHF icon
994
Brighthouse Financial
BHF
$3.56B
$7K ﹤0.01%
132
+26
DKNG icon
995
DraftKings
DKNG
$11.5B
$7K ﹤0.01%
173
+17
DORM icon
996
Dorman Products
DORM
$3.34B
$7K ﹤0.01%
65
+6
EQR icon
997
Equity Residential
EQR
$23.3B
$7K ﹤0.01%
107
-1
ESE icon
998
ESCO Technologies
ESE
$8.29B
$7K ﹤0.01%
40
+11
ESGR
999
DELISTED
Enstar Group
ESGR
$7K ﹤0.01%
21
FHI icon
1000
Federated Hermes
FHI
$4.24B
$7K ﹤0.01%
161
+34