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
FFIN icon
1151
First Financial Bankshares
FFIN
$4.46B
$4K ﹤0.01%
119
-38
GIB icon
1152
CGI
GIB
$19B
$4K ﹤0.01%
47
GLOB icon
1153
Globant
GLOB
$2.69B
$4K ﹤0.01%
50
+23
GPK icon
1154
Graphic Packaging
GPK
$4.74B
$4K ﹤0.01%
229
-170
GVA icon
1155
Granite Construction
GVA
$4.48B
$4K ﹤0.01%
46
+9
HAE icon
1156
Haemonetics
HAE
$3.44B
$4K ﹤0.01%
59
+7
HALO icon
1157
Halozyme
HALO
$8.24B
$4K ﹤0.01%
95
+13
HL icon
1158
Hecla Mining
HL
$9.78B
$4K ﹤0.01%
738
+62
HTZWW
1159
Hertz Global Holdings Warrants
HTZWW
$276M
$4K ﹤0.01%
1,317
IBP icon
1160
Installed Building Products
IBP
$6.8B
$4K ﹤0.01%
26
+15
IMKTA icon
1161
Ingles Markets
IMKTA
$1.42B
$4K ﹤0.01%
65
INSM icon
1162
Insmed
INSM
$41.2B
$4K ﹤0.01%
43
-12
KIM icon
1163
Kimco Realty
KIM
$13.8B
$4K ﹤0.01%
192
-75
LAMR icon
1164
Lamar Advertising Co
LAMR
$13.1B
$4K ﹤0.01%
36
LCII icon
1165
LCI Industries
LCII
$2.59B
$4K ﹤0.01%
54
+12
LITE icon
1166
Lumentum
LITE
$16.5B
$4K ﹤0.01%
47
-1
LMND icon
1167
Lemonade
LMND
$5.27B
$4K ﹤0.01%
100
LYB icon
1168
LyondellBasell Industries
LYB
$14.6B
$4K ﹤0.01%
73
-154
MCRI icon
1169
Monarch Casino & Resort
MCRI
$1.74B
$4K ﹤0.01%
53
-2
MGY icon
1170
Magnolia Oil & Gas
MGY
$4.21B
$4K ﹤0.01%
213
+13
MKSI icon
1171
MKS Inc
MKSI
$9.59B
$4K ﹤0.01%
49
-32
MSM icon
1172
MSC Industrial Direct
MSM
$4.83B
$4K ﹤0.01%
58
NHC icon
1173
National Healthcare
NHC
$1.99B
$4K ﹤0.01%
38
-1
NOVT icon
1174
Novanta
NOVT
$3.71B
$4K ﹤0.01%
32
+8
NPO icon
1175
Enpro
NPO
$4.42B
$4K ﹤0.01%
23
+4