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
BRKR icon
1676
Bruker
BRKR
$6.32B
$0 ﹤0.01%
12
-24
BTU icon
1677
Peabody Energy
BTU
$3.51B
$0 ﹤0.01%
20
+2
CABO icon
1678
Cable One
CABO
$607M
$0 ﹤0.01%
+1
CAC icon
1679
Camden National
CAC
$668M
$0 ﹤0.01%
6
-3
CAKE icon
1680
Cheesecake Factory
CAKE
$2.24B
$0 ﹤0.01%
14
+1
CARS icon
1681
Cars.com
CARS
$680M
$0 ﹤0.01%
77
CAVA icon
1682
CAVA Group
CAVA
$5.48B
$0 ﹤0.01%
1
-10
CBZ icon
1683
CBIZ
CBZ
$2.78B
$0 ﹤0.01%
4
-21
CC icon
1684
Chemours
CC
$1.78B
$0 ﹤0.01%
28
-66
CE icon
1685
Celanese
CE
$4.26B
$0 ﹤0.01%
16
-80
CENT icon
1686
Central Garden & Pet Co
CENT
$1.99B
$0 ﹤0.01%
26
+2
CERT icon
1687
Certara
CERT
$1.33B
$0 ﹤0.01%
13
+3
CGNX icon
1688
Cognex
CGNX
$6.16B
$0 ﹤0.01%
2
-10
CHCO icon
1689
City Holding Co
CHCO
$1.74B
$0 ﹤0.01%
6
-3
CHX
1690
DELISTED
ChampionX
CHX
$0 ﹤0.01%
12
CIM
1691
Chimera Investment
CIM
$1B
-21
CMPR icon
1692
Cimpress
CMPR
$1.64B
-2
CMRE icon
1693
Costamare
CMRE
$1.76B
-20
CNA icon
1694
CNA Financial
CNA
$12.5B
$0 ﹤0.01%
12
-4
COMP icon
1695
Compass
COMP
$5.37B
$0 ﹤0.01%
+122
COTY icon
1696
Coty
COTY
$3.06B
$0 ﹤0.01%
55
-109
CPRX icon
1697
Catalyst Pharmaceutical
CPRX
$2.85B
$0 ﹤0.01%
4
CPT icon
1698
Camden Property Trust
CPT
$10.9B
$0 ﹤0.01%
3
CRGY icon
1699
Crescent Energy
CRGY
$2.38B
$0 ﹤0.01%
96
+40
CRI icon
1700
Carter's
CRI
$1.18B
$0 ﹤0.01%
6
+3