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 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
MDXG icon
1426
MiMedx Group
MDXG
$803M
$1K ﹤0.01%
200
-22
MDY icon
1427
SPDR S&P MidCap 400 ETF Trust
MDY
$25.4B
$1K ﹤0.01%
2
MGRC icon
1428
McGrath RentCorp
MGRC
$2.71B
$1K ﹤0.01%
16
+3
MUB icon
1429
iShares National Muni Bond ETF
MUB
$42.1B
$1K ﹤0.01%
10
OSCR icon
1430
Oscar Health
OSCR
$4.77B
$1K ﹤0.01%
92
+16
PATH icon
1431
UiPath
PATH
$7.67B
$1K ﹤0.01%
102
+35
PCH icon
1432
PotlatchDeltic
PCH
$3.51B
$1K ﹤0.01%
29
-5
PHIN icon
1433
Phinia Inc
PHIN
$2.67B
$1K ﹤0.01%
24
-4
PRAX icon
1434
Praxis Precision Medicines
PRAX
$8.8B
$1K ﹤0.01%
30
PRM icon
1435
Perimeter Solutions
PRM
$4.23B
$1K ﹤0.01%
137
PTON icon
1436
Peloton Interactive
PTON
$2.64B
$1K ﹤0.01%
248
-84
REG icon
1437
Regency Centers
REG
$13.1B
$1K ﹤0.01%
18
REXR icon
1438
Rexford Industrial Realty
REXR
$9.55B
$1K ﹤0.01%
33
RNST icon
1439
Renasant Corp
RNST
$3.48B
$1K ﹤0.01%
49
-17
ROCK icon
1440
Gibraltar Industries
ROCK
$1.68B
$1K ﹤0.01%
32
+11
RVMD icon
1441
Revolution Medicines
RVMD
$23.3B
$1K ﹤0.01%
+31
SAH icon
1442
Sonic Automotive
SAH
$2.15B
$1K ﹤0.01%
23
+6
SBCF icon
1443
Seacoast Banking Corp of Florida
SBCF
$3.31B
$1K ﹤0.01%
64
+5
SCHD icon
1444
Schwab US Dividend Equity ETF
SCHD
$75.6B
$1K ﹤0.01%
54
SFNC icon
1445
Simmons First National
SFNC
$2.78B
$1K ﹤0.01%
103
-23
SHC icon
1446
Sotera Health
SHC
$5.45B
$1K ﹤0.01%
133
+34
SIG icon
1447
Signet Jewelers
SIG
$3.87B
$1K ﹤0.01%
15
+7
SIRI icon
1448
SiriusXM
SIRI
$6.88B
$1K ﹤0.01%
64
-27
SKY icon
1449
Champion Homes
SKY
$5.38B
$1K ﹤0.01%
22
-26
SMMT icon
1450
Summit Therapeutics
SMMT
$12.7B
$1K ﹤0.01%
93
+25