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
CWK icon
1226
Cushman & Wakefield
CWK
$3.59B
$3K ﹤0.01%
327
+92
CXT icon
1227
Crane NXT
CXT
$3.36B
$3K ﹤0.01%
73
+17
DOC icon
1228
Healthpeak Properties
DOC
$12.1B
$3K ﹤0.01%
185
-62
DRVN icon
1229
Driven Brands
DRVN
$2.29B
$3K ﹤0.01%
181
+85
ENS icon
1230
EnerSys
ENS
$5.08B
$3K ﹤0.01%
42
-13
FHB icon
1231
First Hawaiian
FHB
$3B
$3K ﹤0.01%
156
-31
FIBK icon
1232
First Interstate BancSystem
FIBK
$3.22B
$3K ﹤0.01%
127
-50
FIZZ icon
1233
National Beverage
FIZZ
$3.1B
$3K ﹤0.01%
85
+24
FYBR icon
1234
Frontier Communications
FYBR
$9.47B
$3K ﹤0.01%
88
GH icon
1235
Guardant Health
GH
$12.3B
$3K ﹤0.01%
68
+34
GIL icon
1236
Gildan
GIL
$8.74B
$3K ﹤0.01%
62
HCC icon
1237
Warrior Met Coal
HCC
$4.14B
$3K ﹤0.01%
70
+50
HLNE icon
1238
Hamilton Lane
HLNE
$5.77B
$3K ﹤0.01%
27
+4
KAR icon
1239
Openlane
KAR
$2.73B
$3K ﹤0.01%
132
+19
LBRDA icon
1240
Liberty Broadband Class A
LBRDA
$6.7B
$3K ﹤0.01%
35
+19
LUMN icon
1241
Lumen
LUMN
$8.19B
$3K ﹤0.01%
747
+194
LXP icon
1242
LXP Industrial Trust
LXP
$2.72B
$3K ﹤0.01%
412
-7
MHO icon
1243
M/I Homes
MHO
$3.36B
$3K ﹤0.01%
31
MOD icon
1244
Modine Manufacturing
MOD
$6.95B
$3K ﹤0.01%
39
+23
MP icon
1245
MP Materials
MP
$10.4B
$3K ﹤0.01%
120
-53
NGVT icon
1246
Ingevity
NGVT
$1.78B
$3K ﹤0.01%
85
-21
NSP icon
1247
Insperity
NSP
$1.23B
$3K ﹤0.01%
55
-12
OI icon
1248
O-I Glass
OI
$2.03B
$3K ﹤0.01%
259
+203
OII icon
1249
Oceaneering
OII
$2.39B
$3K ﹤0.01%
150
+50
ONTO icon
1250
Onto Innovation
ONTO
$6.27B
$3K ﹤0.01%
34
-27