HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Fund
S&P 500
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
+$4.24M
2
+$3.32M
3
+$1.93M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.8M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.73M

Top Sells

1
+$3.98M
2
+$2.41M
3
+$1.37M
4
ISRG icon
Intuitive Surgical
ISRG
+$988K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$832K

Sector Composition

1 Technology 7.51%
2 Financials 2.51%
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
WLY icon
1301
John Wiley & Sons Class A
WLY
$2.11B
$2K ﹤0.01%
66
+3
AES icon
1302
AES
AES
$10.3B
$2K ﹤0.01%
214
-50
BSV icon
1303
Vanguard Short-Term Bond ETF
BSV
$44.4B
$2K ﹤0.01%
26
CART icon
1304
Maplebear
CART
$9.98B
$2K ﹤0.01%
+63
CELH icon
1305
Celsius Holdings
CELH
$8.89B
$2K ﹤0.01%
44
+8
CPK icon
1306
Chesapeake Utilities
CPK
$3.06B
$2K ﹤0.01%
18
+2
CZR icon
1307
Caesars Entertainment
CZR
$5.72B
$2K ﹤0.01%
87
-51
NSIT icon
1308
Insight Enterprises
NSIT
$2.2B
$2K ﹤0.01%
16
-23
RAMP icon
1309
LiveRamp
RAMP
$1.85B
$2K ﹤0.01%
82
+24
EBC icon
1310
Eastern Bankshares
EBC
$4.42B
$2K ﹤0.01%
141
-26
ESS icon
1311
Essex Property Trust
ESS
$16.5B
$2K ﹤0.01%
10
FFBC icon
1312
First Financial Bancorp
FFBC
$3.21B
$2K ﹤0.01%
106
-2
ALB icon
1313
Albemarle
ALB
$22.2B
$2K ﹤0.01%
44
-11
ALG icon
1314
Alamo Group
ALG
$2.09B
$2K ﹤0.01%
11
+6
ALIT icon
1315
Alight
ALIT
$370M
$2K ﹤0.01%
413
+280
ALRM icon
1316
Alarm.com
ALRM
$2.22B
$2K ﹤0.01%
45
+3
APAM icon
1317
Artisan Partners
APAM
$2.68B
$2K ﹤0.01%
58
+18
ARCB icon
1318
ArcBest
ARCB
$2.73B
$2K ﹤0.01%
34
-5
AZN icon
1319
AstraZeneca
AZN
$294B
$2K ﹤0.01%
41
-20
BEPC icon
1320
Brookfield Renewable
BEPC
$7.43B
$2K ﹤0.01%
62
-8
BILL icon
1321
BILL Holdings
BILL
$3.68B
$2K ﹤0.01%
56
+24
CLVT icon
1322
Clarivate
CLVT
$1.57B
$2K ﹤0.01%
556
+482
CNOB icon
1323
Center Bancorp
CNOB
$1.43B
$2K ﹤0.01%
105
-3
CNS icon
1324
Cohen & Steers
CNS
$3.48B
$2K ﹤0.01%
36
-2
CNXC icon
1325
Concentrix
CNXC
$1.6B
$2K ﹤0.01%
42
-3
51 52
53
54 55