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
RVMD icon
1451
Revolution Medicines
RVMD
$13.1B
$1K ﹤0.01%
+31
SAH icon
1452
Sonic Automotive
SAH
$2.18B
$1K ﹤0.01%
23
+6
SBCF icon
1453
Seacoast Banking Corp of Florida
SBCF
$2.98B
$1K ﹤0.01%
64
+5
SCHD icon
1454
Schwab US Dividend Equity ETF
SCHD
$71.2B
$1K ﹤0.01%
54
SFNC icon
1455
Simmons First National
SFNC
$2.6B
$1K ﹤0.01%
103
-23
SHC icon
1456
Sotera Health
SHC
$4.44B
$1K ﹤0.01%
133
+34
SIG icon
1457
Signet Jewelers
SIG
$4.14B
$1K ﹤0.01%
15
+7
SIRI icon
1458
SiriusXM
SIRI
$7.24B
$1K ﹤0.01%
64
-27
SKY icon
1459
Champion Homes
SKY
$4.55B
$1K ﹤0.01%
22
-26
SMMT icon
1460
Summit Therapeutics
SMMT
$13.4B
$1K ﹤0.01%
93
+25
SNAP icon
1461
Snap
SNAP
$14.7B
$1K ﹤0.01%
226
-242
SPNT icon
1462
SiriusPoint
SPNT
$2.37B
$1K ﹤0.01%
51
+25
ST icon
1463
Sensata Technologies
ST
$4.37B
$1K ﹤0.01%
61
-110
TRIP icon
1464
TripAdvisor
TRIP
$1.75B
$1K ﹤0.01%
109
+71
TRNO icon
1465
Terreno Realty
TRNO
$6.25B
$1K ﹤0.01%
28
TTMI icon
1466
TTM Technologies
TTMI
$7.03B
$1K ﹤0.01%
46
-11
UAA icon
1467
Under Armour
UAA
$1.92B
$1K ﹤0.01%
272
+80
UEC icon
1468
Uranium Energy
UEC
$5.6B
$1K ﹤0.01%
223
+110
USLM icon
1469
United States Lime & Minerals
USLM
$3.42B
$1K ﹤0.01%
17
+12
UVV icon
1470
Universal Corp
UVV
$1.32B
$1K ﹤0.01%
25
-5
VERX icon
1471
Vertex
VERX
$3.22B
$1K ﹤0.01%
38
+21
VSH icon
1472
Vishay Intertechnology
VSH
$1.8B
$1K ﹤0.01%
87
-125
VTR icon
1473
Ventas
VTR
$36.6B
$1K ﹤0.01%
19
WEN icon
1474
Wendy's
WEN
$1.64B
$1K ﹤0.01%
157
-118
WING icon
1475
Wingstop
WING
$6.47B
$1K ﹤0.01%
5
-1