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

Top Buys

1
+$9M
2
+$6.18M
3
+$3.82M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.35M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.77M

Top Sells

1
+$774K
2
+$525K
3
+$354K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$325K
5
VTV icon
Vanguard Value ETF
VTV
+$319K

Sector Composition

1 Technology 8.1%
2 Financials 2.44%
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
SHAK icon
1351
Shake Shack
SHAK
$3.99B
$2K ﹤0.01%
24
+4
SHC icon
1352
Sotera Health
SHC
$4.36B
$2K ﹤0.01%
176
+43
SMFG icon
1353
Sumitomo Mitsui Financial
SMFG
$130B
$2K ﹤0.01%
+125
SPR
1354
DELISTED
Spirit AeroSystems
SPR
$2K ﹤0.01%
53
SRCE icon
1355
1st Source
SRCE
$1.65B
$2K ﹤0.01%
40
UPST icon
1356
Upstart Holdings
UPST
$2.72B
$2K ﹤0.01%
46
USLM icon
1357
United States Lime & Minerals
USLM
$3.65B
$2K ﹤0.01%
22
+5
VICI icon
1358
VICI Properties
VICI
$31.6B
$2K ﹤0.01%
65
WERN icon
1359
Werner Enterprises
WERN
$2.04B
$2K ﹤0.01%
78
-7
WK icon
1360
Workiva
WK
$3.68B
$2K ﹤0.01%
28
+7
WLK icon
1361
Westlake Corp
WLK
$14.4B
$2K ﹤0.01%
29
+2
WLY icon
1362
John Wiley & Sons Class A
WLY
$1.77B
$2K ﹤0.01%
58
-8
WSBC icon
1363
WesBanco
WSBC
$3.33B
$2K ﹤0.01%
93
+14
YELP icon
1364
Yelp
YELP
$1.51B
$2K ﹤0.01%
95
-27
YETI icon
1365
Yeti Holdings
YETI
$3.29B
$2K ﹤0.01%
87
+33
NBIS
1366
Nebius Group N.V.
NBIS
$24.5B
$2K ﹤0.01%
22
SOBO
1367
South Bow Corp
SOBO
$6.87B
$2K ﹤0.01%
79
BSV icon
1368
Vanguard Short-Term Bond ETF
BSV
$43.3B
$2K ﹤0.01%
26
CNK icon
1369
Cinemark Holdings
CNK
$3.31B
$2K ﹤0.01%
99
-40
CNOB icon
1370
Center Bancorp
CNOB
$1.31B
$2K ﹤0.01%
105
DRVN icon
1371
Driven Brands
DRVN
$1.79B
$2K ﹤0.01%
128
-53
DXC icon
1372
DXC Technology
DXC
$2.22B
$2K ﹤0.01%
156
-140
ERIE icon
1373
Erie Indemnity
ERIE
$14.4B
$2K ﹤0.01%
9
-9
KLIC icon
1374
Kulicke & Soffa
KLIC
$3.46B
$2K ﹤0.01%
51
+26
LIVN icon
1375
LivaNova
LIVN
$3.49B
$2K ﹤0.01%
50
+13
53 54
55
56 57