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
TREX icon
1326
Trex
TREX
$4.1B
$2K ﹤0.01%
45
+17
UA icon
1327
Under Armour Class C
UA
$2.79B
$2K ﹤0.01%
316
+78
UHAL icon
1328
U-Haul Holding Co
UHAL
$9.68B
$2K ﹤0.01%
47
+7
UPST icon
1329
Upstart Holdings
UPST
$2.71B
$2K ﹤0.01%
46
UTL icon
1330
Unitil
UTL
$953M
$2K ﹤0.01%
44
-4
VC icon
1331
Visteon
VC
$2.47B
$2K ﹤0.01%
23
+17
VFC icon
1332
VF Corp
VFC
$7.14B
$2K ﹤0.01%
198
-184
VIAV icon
1333
Viavi Solutions
VIAV
$7.17B
$2K ﹤0.01%
287
+88
VICI icon
1334
VICI Properties
VICI
$31.7B
$2K ﹤0.01%
65
VYX icon
1335
NCR Voyix
VYX
$1.14B
$2K ﹤0.01%
231
+170
WAFD icon
1336
WaFd
WAFD
$2.4B
$2K ﹤0.01%
100
+17
WMS icon
1337
Advanced Drainage Systems
WMS
$11.6B
$2K ﹤0.01%
23
-5
WSBC icon
1338
WesBanco
WSBC
$3.33B
$2K ﹤0.01%
79
-74
SOBO
1339
South Bow Corp
SOBO
$6.94B
$2K ﹤0.01%
79
ECG
1340
Everus Construction Group
ECG
$5.71B
$2K ﹤0.01%
39
-6
APPF icon
1341
AppFolio
APPF
$6.83B
$2K ﹤0.01%
10
+4
GRBK icon
1342
Green Brick Partners
GRBK
$3.06B
$2K ﹤0.01%
46
+4
GSHD icon
1343
Goosehead Insurance
GSHD
$1.27B
$2K ﹤0.01%
28
+19
HOG icon
1344
Harley-Davidson
HOG
$2.25B
$2K ﹤0.01%
98
+5
HXL icon
1345
Hexcel
HXL
$6.77B
$2K ﹤0.01%
50
+5
IPGP icon
1346
IPG Photonics
IPGP
$5.35B
$2K ﹤0.01%
40
+13
JOE icon
1347
St. Joe Company
JOE
$4.05B
$2K ﹤0.01%
60
-2
KAI icon
1348
Kadant
KAI
$4.07B
$2K ﹤0.01%
9
+4
M icon
1349
Macy's
M
$5.1B
$2K ﹤0.01%
190
-54
MBC icon
1350
MasterBrand
MBC
$1.19B
$2K ﹤0.01%
259
+2
52 53
54
55 56