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
VNT icon
1001
Vontier
VNT
$5.5B
$7K ﹤0.01%
210
+9
WD icon
1002
Walker & Dunlop
WD
$2.23B
$7K ﹤0.01%
106
-16
WELL icon
1003
Welltower
WELL
$131B
$7K ﹤0.01%
46
-32
WHR icon
1004
Whirlpool
WHR
$4.89B
$7K ﹤0.01%
74
+11
WSFS icon
1005
WSFS Financial
WSFS
$3.1B
$7K ﹤0.01%
128
+3
CON
1006
Concentra Group Holdings
CON
$2.76B
$7K ﹤0.01%
347
ESGR
1007
DELISTED
Enstar Group
ESGR
$7K ﹤0.01%
21
FHI icon
1008
Federated Hermes
FHI
$4.22B
$7K ﹤0.01%
161
+34
LTH icon
1009
Life Time Group Holdings
LTH
$5.98B
$7K ﹤0.01%
255
-6
NWS icon
1010
News Corp Class B
NWS
$16.9B
$7K ﹤0.01%
224
+32
PBH icon
1011
Prestige Consumer Healthcare
PBH
$3.13B
$7K ﹤0.01%
89
+6
PLXS icon
1012
Plexus
PLXS
$4.85B
$7K ﹤0.01%
56
+13
PSA icon
1013
Public Storage
PSA
$51.6B
$7K ﹤0.01%
24
-1
RACE icon
1014
Ferrari
RACE
$61.2B
$7K ﹤0.01%
16
SEM icon
1015
Select Medical
SEM
$1.9B
$7K ﹤0.01%
502
+14
MHK icon
1016
Mohawk Industries
MHK
$7.59B
$7K ﹤0.01%
69
-18
MRCY icon
1017
Mercury Systems
MRCY
$6.19B
$7K ﹤0.01%
143
+25
ABCB icon
1018
Ameris Bancorp
ABCB
$5.46B
$6K ﹤0.01%
101
+18
BBIO icon
1019
BridgeBio Pharma
BBIO
$14.7B
$6K ﹤0.01%
159
+37
BIO icon
1020
Bio-Rad Laboratories Class A
BIO
$8.46B
$6K ﹤0.01%
25
+16
BIPC icon
1021
Brookfield Infrastructure
BIPC
$5.43B
$6K ﹤0.01%
156
-2
BOOT icon
1022
Boot Barn
BOOT
$5.87B
$6K ﹤0.01%
40
+23
BRX icon
1023
Brixmor Property Group
BRX
$8.16B
$6K ﹤0.01%
267
-66
CADE icon
1024
Cadence Bank
CADE
$8.29B
$6K ﹤0.01%
207
+30
CBU icon
1025
Community Bank
CBU
$3.25B
$6K ﹤0.01%
121
+11