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
TOWN icon
1351
Towne Bank
TOWN
$2.62B
$2K ﹤0.01%
61
+11
TR icon
1352
Tootsie Roll Industries
TR
$2.87B
$2K ﹤0.01%
62
-4
TREX icon
1353
Trex
TREX
$3.41B
$2K ﹤0.01%
45
+17
UA icon
1354
Under Armour Class C
UA
$1.84B
$2K ﹤0.01%
316
+78
UHAL icon
1355
U-Haul Holding Co
UHAL
$9.79B
$2K ﹤0.01%
47
+7
UPST icon
1356
Upstart Holdings
UPST
$3.77B
$2K ﹤0.01%
46
UTL icon
1357
Unitil
UTL
$860M
$2K ﹤0.01%
44
-4
VC icon
1358
Visteon
VC
$2.87B
$2K ﹤0.01%
23
+17
VFC icon
1359
VF Corp
VFC
$5.85B
$2K ﹤0.01%
198
-184
VIAV icon
1360
Viavi Solutions
VIAV
$3.77B
$2K ﹤0.01%
287
+88
VICI icon
1361
VICI Properties
VICI
$32.4B
$2K ﹤0.01%
65
VYX icon
1362
NCR Voyix
VYX
$1.49B
$2K ﹤0.01%
231
+170
WAFD icon
1363
WaFd
WAFD
$2.39B
$2K ﹤0.01%
100
+17
WERN icon
1364
Werner Enterprises
WERN
$1.46B
$2K ﹤0.01%
85
+24
WLK icon
1365
Westlake Corp
WLK
$8.02B
$2K ﹤0.01%
27
-47
WLY icon
1366
John Wiley & Sons Class A
WLY
$1.89B
$2K ﹤0.01%
66
+3
WMS icon
1367
Advanced Drainage Systems
WMS
$11.2B
$2K ﹤0.01%
23
-5
WSBC icon
1368
WesBanco
WSBC
$2.99B
$2K ﹤0.01%
79
-74
SOBO
1369
South Bow Corp
SOBO
$5.71B
$2K ﹤0.01%
79
ECG
1370
Everus Construction Group
ECG
$4.6B
$2K ﹤0.01%
39
-6
GRBK icon
1371
Green Brick Partners
GRBK
$2.77B
$2K ﹤0.01%
46
+4
GSHD icon
1372
Goosehead Insurance
GSHD
$1.72B
$2K ﹤0.01%
28
+19
RAMP icon
1373
LiveRamp
RAMP
$1.89B
$2K ﹤0.01%
82
+24
AAP icon
1374
Advance Auto Parts
AAP
$3B
$1K ﹤0.01%
27
+13
ACAD icon
1375
Acadia Pharmaceuticals
ACAD
$4.06B
$1K ﹤0.01%
+54
53 54
55
56 57