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
OXM icon
1251
Oxford Industries
OXM
$520M
$3K ﹤0.01%
88
PEN icon
1252
Penumbra
PEN
$11B
$3K ﹤0.01%
13
PRDO icon
1253
Perdoceo Education
PRDO
$2B
$3K ﹤0.01%
110
PVH icon
1254
PVH
PVH
$3.74B
$3K ﹤0.01%
58
+23
RDNT icon
1255
RadNet
RDNT
$5.8B
$3K ﹤0.01%
69
+34
REYN icon
1256
Reynolds Consumer Products
REYN
$5.1B
$3K ﹤0.01%
180
+48
RHI icon
1257
Robert Half
RHI
$2.7B
$3K ﹤0.01%
91
+62
ROAD icon
1258
Construction Partners
ROAD
$5.99B
$3K ﹤0.01%
30
-8
RUSHB icon
1259
Rush Enterprises Class B
RUSHB
$3.81B
$3K ﹤0.01%
61
+2
SEE icon
1260
Sealed Air
SEE
$6.37B
$3K ﹤0.01%
126
+59
SITE icon
1261
SiteOne Landscape Supply
SITE
$5.72B
$3K ﹤0.01%
30
+10
STAG icon
1262
STAG Industrial
STAG
$7.18B
$3K ﹤0.01%
86
SYNA icon
1263
Synaptics
SYNA
$2.51B
$3K ﹤0.01%
55
-11
TBBK icon
1264
The Bancorp
TBBK
$2.7B
$3K ﹤0.01%
54
+28
TEX icon
1265
Terex
TEX
$3B
$3K ﹤0.01%
79
+13
TM icon
1266
Toyota
TM
$266B
$3K ﹤0.01%
23
TRI icon
1267
Thomson Reuters
TRI
$62.8B
$3K ﹤0.01%
19
VRRM icon
1268
Verra Mobility
VRRM
$3.7B
$3K ﹤0.01%
152
+83
WHD icon
1269
Cactus
WHD
$2.87B
$3K ﹤0.01%
72
+22
WINA icon
1270
Winmark
WINA
$1.5B
$3K ﹤0.01%
8
WY icon
1271
Weyerhaeuser
WY
$16B
$3K ﹤0.01%
139
-17
PRKS icon
1272
United Parks & Resorts
PRKS
$1.74B
$3K ﹤0.01%
76
+6
AMTM
1273
Amentum Holdings
AMTM
$5.37B
$3K ﹤0.01%
135
+5
AES icon
1274
AES
AES
$9.84B
$2K ﹤0.01%
214
-50
ALB icon
1275
Albemarle
ALB
$13.6B
$2K ﹤0.01%
44
-11