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
ALKS icon
1251
Alkermes
ALKS
$5.22B
$3K ﹤0.01%
137
+25
ASO icon
1252
Academy Sports + Outdoors
ASO
$3.91B
$3K ﹤0.01%
87
+52
AVNT icon
1253
Avient
AVNT
$3.26B
$3K ﹤0.01%
116
+15
BCO icon
1254
Brink's
BCO
$5.22B
$3K ﹤0.01%
35
+4
CARG icon
1255
CarGurus
CARG
$3.26B
$3K ﹤0.01%
94
+21
FYBR icon
1256
Frontier Communications
FYBR
$9.64B
$3K ﹤0.01%
88
GH icon
1257
Guardant Health
GH
$14.6B
$3K ﹤0.01%
68
+34
GIL icon
1258
Gildan
GIL
$11.7B
$3K ﹤0.01%
62
OPLN
1259
Openlane
OPLN
$3.2B
$3K ﹤0.01%
132
+19
LBRDA icon
1260
Liberty Broadband Class A
LBRDA
$6.32B
$3K ﹤0.01%
35
+19
LUMN icon
1261
Lumen
LUMN
$8.67B
$3K ﹤0.01%
747
+194
LXP icon
1262
LXP Industrial Trust
LXP
$3.03B
$3K ﹤0.01%
82
-2
MHO icon
1263
M/I Homes
MHO
$3.59B
$3K ﹤0.01%
31
MOD icon
1264
Modine Manufacturing
MOD
$7.21B
$3K ﹤0.01%
39
+23
RHI icon
1265
Robert Half
RHI
$2.87B
$3K ﹤0.01%
91
+62
ROAD icon
1266
Construction Partners
ROAD
$6.47B
$3K ﹤0.01%
30
-8
RUSHB icon
1267
Rush Enterprises Class B
RUSHB
$4.52B
$3K ﹤0.01%
61
+2
VRRM icon
1268
Verra Mobility
VRRM
$3.59B
$3K ﹤0.01%
152
+83
WHD icon
1269
Cactus
WHD
$3.67B
$3K ﹤0.01%
72
+22
WINA icon
1270
Winmark
WINA
$1.57B
$3K ﹤0.01%
8
WY icon
1271
Weyerhaeuser
WY
$19.5B
$3K ﹤0.01%
139
-17
PRKS icon
1272
United Parks & Resorts
PRKS
$2.07B
$3K ﹤0.01%
76
+6
AMTM
1273
Amentum Holdings
AMTM
$8.48B
$3K ﹤0.01%
135
+5
BANR icon
1274
Banner Corp
BANR
$2.21B
$2K ﹤0.01%
42
+9
APPF icon
1275
AppFolio
APPF
$7.83B
$2K ﹤0.01%
10
+4