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 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
AVAV icon
1426
AeroVironment
AVAV
$10.2B
$1K ﹤0.01%
5
-2
BIRK icon
1427
Birkenstock
BIRK
$7.67B
$1K ﹤0.01%
+22
BNDX icon
1428
Vanguard Total International Bond ETF
BNDX
$77.8B
$1K ﹤0.01%
29
CDE icon
1429
Coeur Mining
CDE
$19.5B
$1K ﹤0.01%
169
+51
CDP icon
1430
COPT Defense Properties
CDP
$3.62B
$1K ﹤0.01%
62
-1
CLBK icon
1431
Columbia Financial
CLBK
$1.88B
$1K ﹤0.01%
83
-30
CLF icon
1432
Cleveland-Cliffs
CLF
$5.18B
$1K ﹤0.01%
191
-132
CNMD icon
1433
CONMED
CNMD
$1.16B
$1K ﹤0.01%
22
+4
CRC icon
1434
California Resources
CRC
$5.67B
$1K ﹤0.01%
+35
CUBI icon
1435
Customers Bancorp
CUBI
$2.61B
$1K ﹤0.01%
24
-5
CUZ icon
1436
Cousins Properties
CUZ
$4.09B
$1K ﹤0.01%
44
DNB
1437
DELISTED
Dun & Bradstreet
DNB
$1K ﹤0.01%
119
-89
DOCN icon
1438
DigitalOcean
DOCN
$9.96B
$1K ﹤0.01%
52
-19
DSGX icon
1439
Descartes Systems
DSGX
$6.53B
$1K ﹤0.01%
18
ELAN icon
1440
Elanco Animal Health
ELAN
$11.3B
$1K ﹤0.01%
80
-76
GHC icon
1441
Graham Holdings Company
GHC
$4.97B
$1K ﹤0.01%
2
GLPI icon
1442
Gaming and Leisure Properties
GLPI
$13.3B
$1K ﹤0.01%
41
-1
GOOD
1443
Gladstone Commercial Corp
GOOD
$608M
$1K ﹤0.01%
90
-3
GT icon
1444
Goodyear
GT
$2.02B
$1K ﹤0.01%
163
+36
GTX icon
1445
Garrett Motion
GTX
$3.73B
$1K ﹤0.01%
143
-11
HBI
1446
DELISTED
Hanesbrands
HBI
$1K ﹤0.01%
343
+87
HTZ icon
1447
Hertz
HTZ
$1.86B
$1K ﹤0.01%
180
INSW icon
1448
International Seaways
INSW
$3.75B
$1K ﹤0.01%
28
+4
INVH icon
1449
Invitation Homes
INVH
$16.4B
$1K ﹤0.01%
52
-38
IONS icon
1450
Ionis Pharmaceuticals
IONS
$12.4B
$1K ﹤0.01%
44
-14