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 Buys

1
+$4.54M
2
+$3.36M
3
+$1.95M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.94M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.83M

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
FRME icon
1301
First Merchants
FRME
$2.1B
$2K ﹤0.01%
66
+1
FTDR icon
1302
Frontdoor
FTDR
$3.69B
$2K ﹤0.01%
36
-27
FUL icon
1303
H.B. Fuller
FUL
$3.1B
$2K ﹤0.01%
37
GDEN icon
1304
Golden Entertainment
GDEN
$789M
$2K ﹤0.01%
71
-1
GEF icon
1305
Greif
GEF
$3.55B
$2K ﹤0.01%
44
+15
GFF icon
1306
Griffon
GFF
$3.25B
$2K ﹤0.01%
35
-1
GLBE icon
1307
Global E Online
GLBE
$6.03B
$2K ﹤0.01%
72
B
1308
Barrick Mining
B
$62.5B
$2K ﹤0.01%
132
HAYW icon
1309
Hayward Holdings
HAYW
$3.37B
$2K ﹤0.01%
180
+46
HHH icon
1310
Howard Hughes
HHH
$5.1B
$2K ﹤0.01%
43
-1
HOG icon
1311
Harley-Davidson
HOG
$2.92B
$2K ﹤0.01%
98
+5
HXL icon
1312
Hexcel
HXL
$5.5B
$2K ﹤0.01%
50
+5
IPGP icon
1313
IPG Photonics
IPGP
$3.36B
$2K ﹤0.01%
40
+13
JOE icon
1314
St. Joe Company
JOE
$3.3B
$2K ﹤0.01%
60
-2
KAI icon
1315
Kadant
KAI
$3B
$2K ﹤0.01%
9
+4
KNTK icon
1316
Kinetik
KNTK
$2.21B
$2K ﹤0.01%
59
KTB icon
1317
Kontoor Brands
KTB
$4B
$2K ﹤0.01%
43
+18
LAZ icon
1318
Lazard
LAZ
$4.69B
$2K ﹤0.01%
54
+9
LBTYA icon
1319
Liberty Global Class A
LBTYA
$3.59B
$2K ﹤0.01%
208
+65
LBTYK icon
1320
Liberty Global Class C
LBTYK
$3.65B
$2K ﹤0.01%
201
-3
LMAT icon
1321
LeMaitre Vascular
LMAT
$2.01B
$2K ﹤0.01%
30
LNTH icon
1322
Lantheus
LNTH
$3.52B
$2K ﹤0.01%
28
-4
LZB icon
1323
La-Z-Boy
LZB
$1.25B
$2K ﹤0.01%
74
+10
M icon
1324
Macy's
M
$5.37B
$2K ﹤0.01%
190
-54
MBC icon
1325
MasterBrand
MBC
$1.29B
$2K ﹤0.01%
259
+2
51 52
53
54 55