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

Top Sells

1 +$774K
2 +$545K
3 +$366K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$336K
5
VTV icon
Vanguard Value ETF
VTV
+$329K

Sector Composition

1 Technology 8.16%
2 Financials 2.39%
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
HBI
1426
DELISTED
Hanesbrands
HBI
$1K ﹤0.01%
215
-128
HMC icon
1427
Honda
HMC
$38.1B
$1K ﹤0.01%
+38
HWKN icon
1428
Hawkins
HWKN
$2.85B
$1K ﹤0.01%
7
+4
ING icon
1429
ING
ING
$76.2B
$1K ﹤0.01%
+63
INVA icon
1430
Innoviva
INVA
$1.57B
$1K ﹤0.01%
81
INVH icon
1431
Invitation Homes
INVH
$17B
$1K ﹤0.01%
52
IOSP icon
1432
Innospec
IOSP
$1.86B
$1K ﹤0.01%
22
+8
LYG icon
1433
Lloyds Banking Group
LYG
$75.4B
$1K ﹤0.01%
+342
MASI icon
1434
Masimo
MASI
$7.74B
$1K ﹤0.01%
9
-29
MC icon
1435
Moelis & Co
MC
$4.83B
$1K ﹤0.01%
22
+16
MCW icon
1436
Mister Car Wash
MCW
$1.74B
$1K ﹤0.01%
191
+63
ADEA icon
1437
Adeia
ADEA
$1.37B
$1K ﹤0.01%
95
AVAV icon
1438
AeroVironment
AVAV
$13.5B
$1K ﹤0.01%
5
BAX icon
1439
Baxter International
BAX
$9.78B
$1K ﹤0.01%
60
-300
BIRK icon
1440
Birkenstock
BIRK
$8.01B
$1K ﹤0.01%
34
+12
CNS icon
1441
Cohen & Steers
CNS
$3.23B
$1K ﹤0.01%
23
-13
CPB icon
1442
Campbell Soup
CPB
$8.93B
$1K ﹤0.01%
59
-49
CRGY icon
1443
Crescent Energy
CRGY
$2.48B
$1K ﹤0.01%
117
+21
CSW
1444
CSW Industrials
CSW
$4.96B
$1K ﹤0.01%
8
-6
CUBI icon
1445
Customers Bancorp
CUBI
$2.39B
$1K ﹤0.01%
24
CYTK icon
1446
Cytokinetics
CYTK
$7.96B
$1K ﹤0.01%
25
DB icon
1447
Deutsche Bank
DB
$69B
$1K ﹤0.01%
+39
DSGX icon
1448
Descartes Systems
DSGX
$7.11B
$1K ﹤0.01%
18
DUOL icon
1449
Duolingo
DUOL
$8.57B
$1K ﹤0.01%
5
-7
E icon
1450
ENI
E
$56.8B
$1K ﹤0.01%
+32