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
DXC icon
1176
DXC Technology
DXC
$2.54B
$4K ﹤0.01%
296
-2
ERIC icon
1177
Ericsson
ERIC
$31.4B
$4K ﹤0.01%
527
ETSY icon
1178
Etsy
ETSY
$6.1B
$4K ﹤0.01%
99
+33
EXAS icon
1179
Exact Sciences
EXAS
$19.5B
$4K ﹤0.01%
84
+46
EXP icon
1180
Eagle Materials
EXP
$7.43B
$4K ﹤0.01%
22
-2
GIB icon
1181
CGI
GIB
$19.9B
$4K ﹤0.01%
47
GLOB icon
1182
Globant
GLOB
$3B
$4K ﹤0.01%
50
+23
GPK icon
1183
Graphic Packaging
GPK
$4.51B
$4K ﹤0.01%
229
-170
GVA icon
1184
Granite Construction
GVA
$5.3B
$4K ﹤0.01%
46
+9
HAE icon
1185
Haemonetics
HAE
$3.38B
$4K ﹤0.01%
59
+7
HALO icon
1186
Halozyme
HALO
$8.37B
$4K ﹤0.01%
95
+13
HL icon
1187
Hecla Mining
HL
$17.8B
$4K ﹤0.01%
738
+62
HTZWW
1188
Hertz Global Holdings Warrants
HTZWW
$241M
$4K ﹤0.01%
1,317
IMKTA icon
1189
Ingles Markets
IMKTA
$1.35B
$4K ﹤0.01%
65
LMND icon
1190
Lemonade
LMND
$5.93B
$4K ﹤0.01%
100
LYB icon
1191
LyondellBasell Industries
LYB
$16.4B
$4K ﹤0.01%
73
-154
MCRI icon
1192
Monarch Casino & Resort
MCRI
$1.65B
$4K ﹤0.01%
53
-2
MGY icon
1193
Magnolia Oil & Gas
MGY
$4.14B
$4K ﹤0.01%
213
+13
MKSI icon
1194
MKS Inc
MKSI
$13.7B
$4K ﹤0.01%
49
-32
MSM icon
1195
MSC Industrial Direct
MSM
$4.73B
$4K ﹤0.01%
58
NXT icon
1196
Nextpower Inc
NXT
$14.3B
$4K ﹤0.01%
90
+30
TRN icon
1197
Trinity Industries
TRN
$2.19B
$4K ﹤0.01%
165
+49
UPBD icon
1198
Upbound Group
UPBD
$1.17B
$4K ﹤0.01%
181
+24
VCTR icon
1199
Victory Capital Holdings
VCTR
$4.41B
$4K ﹤0.01%
63
-21
VVV icon
1200
Valvoline
VVV
$4.01B
$4K ﹤0.01%
115
+16