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 Buys

1
+$9.08M
2
+$6.21M
3
+$3.94M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.44M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.77M

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
TMO icon
126
Thermo Fisher Scientific
TMO
$218B
$236K 0.03%
488
+69
UBER icon
127
Uber
UBER
$182B
$232K 0.03%
2,370
+77
LRCX icon
128
Lam Research
LRCX
$199B
$231K 0.03%
1,731
+72
APH icon
129
Amphenol
APH
$173B
$230K 0.03%
1,863
+219
COF icon
130
Capital One
COF
$142B
$230K 0.03%
1,083
+10
VV icon
131
Vanguard Large-Cap ETF
VV
$47.3B
$222K 0.03%
724
HON icon
132
Honeywell
HON
$123B
$220K 0.03%
1,046
+10
TXN icon
133
Texas Instruments
TXN
$159B
$220K 0.03%
1,202
-116
NOC icon
134
Northrop Grumman
NOC
$78.1B
$219K 0.03%
360
+14
VZ icon
135
Verizon
VZ
$171B
$218K 0.03%
4,968
+176
KO icon
136
Coca-Cola
KO
$304B
$216K 0.03%
3,262
+53
PGR icon
137
Progressive
PGR
$134B
$215K 0.03%
874
-18
RLJ icon
138
RLJ Lodging Trust
RLJ
$1.12B
$215K 0.03%
29,967
AMD icon
139
Advanced Micro Devices
AMD
$350B
$213K 0.03%
1,322
+292
IWB icon
140
iShares Russell 1000 ETF
IWB
$45.3B
$213K 0.03%
583
MMM icon
141
3M
MMM
$91.1B
$212K 0.03%
1,372
-3
IGSB icon
142
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$211K 0.03%
3,984
+19
INTU icon
143
Intuit
INTU
$177B
$211K 0.03%
309
-2
DE icon
144
Deere & Co
DE
$127B
$210K 0.03%
461
-6
NSC icon
145
Norfolk Southern
NSC
$65.5B
$207K 0.03%
690
+305
PLTR icon
146
Palantir
PLTR
$407B
$207K 0.03%
1,135
+114
RCL icon
147
Royal Caribbean
RCL
$72.3B
$202K 0.03%
627
+10
MU icon
148
Micron Technology
MU
$270B
$201K 0.03%
1,205
+108
TJX icon
149
TJX Companies
TJX
$167B
$197K 0.03%
1,365
+152
BK icon
150
Bank of New York Mellon
BK
$78.2B
$195K 0.03%
1,794
+64
4 5
6
7 8