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
$769M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$6.21M
3
+$3.94M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.44M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.77M

Top Sells

1
+$774K
2
+$545K
3
+$366K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$336K
5
VTV icon
Vanguard Value ETF
VTV
+$329K

Sector Composition

1 Technology 8.16%
2 Financials 2.39%
3 Consumer Discretionary 1.7%
4 Healthcare 1.68%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMTM
1301
Amentum Holdings
AMTM
$6.96B
$3K ﹤0.01%
135
CPK icon
1302
Chesapeake Utilities
CPK
$3.1B
$2K ﹤0.01%
21
+3
LYB icon
1303
LyondellBasell Industries
LYB
$14.8B
$2K ﹤0.01%
45
-28
LZB icon
1304
La-Z-Boy
LZB
$1.65B
$2K ﹤0.01%
65
-9
MKTX icon
1305
MarketAxess Holdings
MKTX
$5.94B
$2K ﹤0.01%
12
-29
PRK icon
1306
Park National Corp
PRK
$2.55B
$2K ﹤0.01%
18
+3
BTSG icon
1307
BrightSpring Health Services
BTSG
$6.33B
$2K ﹤0.01%
+99
NBIS
1308
Nebius Group N.V.
NBIS
$24.9B
$2K ﹤0.01%
22
SOBO
1309
South Bow Corp
SOBO
$5.64B
$2K ﹤0.01%
79
ACAD icon
1310
Acadia Pharmaceuticals
ACAD
$4.38B
$2K ﹤0.01%
122
+68
ADUS icon
1311
Addus HomeCare
ADUS
$2.18B
$2K ﹤0.01%
20
+5
ALG icon
1312
Alamo Group
ALG
$2.01B
$2K ﹤0.01%
13
+2
ALRM icon
1313
Alarm.com
ALRM
$2.6B
$2K ﹤0.01%
54
+9
AMRX icon
1314
Amneal Pharmaceuticals
AMRX
$3.83B
$2K ﹤0.01%
206
+25
AMR icon
1315
Alpha Metallurgical Resources
AMR
$2.32B
$2K ﹤0.01%
15
+14
APAM icon
1316
Artisan Partners
APAM
$2.99B
$2K ﹤0.01%
61
+3
ARCB icon
1317
ArcBest
ARCB
$1.54B
$2K ﹤0.01%
35
+1
ATMU icon
1318
Atmus Filtration Technologies
ATMU
$4.31B
$2K ﹤0.01%
55
+8
AUR icon
1319
Aurora
AUR
$8.73B
$2K ﹤0.01%
555
-3
BANR icon
1320
Banner Corp
BANR
$2.21B
$2K ﹤0.01%
37
-5
BEPC icon
1321
Brookfield Renewable
BEPC
$7.1B
$2K ﹤0.01%
62
BSV icon
1322
Vanguard Short-Term Bond ETF
BSV
$39.2B
$2K ﹤0.01%
26
BTI icon
1323
British American Tobacco
BTI
$125B
$2K ﹤0.01%
+47
CART icon
1324
Maplebear
CART
$11.2B
$2K ﹤0.01%
81
+18
CHDN icon
1325
Churchill Downs
CHDN
$7.78B
$2K ﹤0.01%
29
-5
51 52
53
54 55