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 Buys

1
+$4.24M
2
+$3.32M
3
+$1.93M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.8M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.73M

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
TMO icon
151
Thermo Fisher Scientific
TMO
$193B
$169K 0.02%
419
-86
ACN icon
152
Accenture
ACN
$129B
$169K 0.02%
566
+33
IVW icon
153
iShares S&P 500 Growth ETF
IVW
$64.3B
$168K 0.02%
1,527
MAR icon
154
Marriott International
MAR
$89B
$166K 0.02%
610
+27
AMT icon
155
American Tower
AMT
$89.3B
$165K 0.02%
747
MRSH
156
Marsh
MRSH
$89.5B
$165K 0.02%
758
-67
FITB
157
Fifth Third Bancorp
FITB
$44.6B
$163K 0.02%
3,966
-128
APH icon
158
Amphenol
APH
$163B
$162K 0.02%
1,644
+28
LRCX icon
159
Lam Research
LRCX
$278B
$161K 0.02%
1,659
-79
PANW icon
160
Palo Alto Networks
PANW
$129B
$159K 0.02%
780
+314
BSX icon
161
Boston Scientific
BSX
$107B
$158K 0.02%
1,479
+69
BK icon
162
Bank of New York Mellon
BK
$81.5B
$157K 0.02%
1,730
+102
ITW icon
163
Illinois Tool Works
ITW
$82.8B
$157K 0.02%
636
-16
SCHW icon
164
Charles Schwab
SCHW
$171B
$157K 0.02%
1,729
+263
EOG icon
165
EOG Resources
EOG
$68.6B
$154K 0.02%
1,290
-34
ETN icon
166
Eaton
ETN
$138B
$154K 0.02%
434
+6
LDOS icon
167
Leidos
LDOS
$22.3B
$154K 0.02%
980
+46
WM icon
168
Waste Management
WM
$98.4B
$154K 0.02%
677
-8
SHW icon
169
Sherwin-Williams
SHW
$86.1B
$152K 0.02%
443
-9
DASH icon
170
DoorDash
DASH
$77.2B
$150K 0.02%
612
+88
LMT icon
171
Lockheed Martin
LMT
$153B
$149K 0.02%
322
+47
TJX icon
172
TJX Companies
TJX
$180B
$149K 0.02%
1,213
+6
FISV
173
Fiserv Inc
FISV
$33.5B
$148K 0.02%
859
-77
LIN icon
174
Linde
LIN
$231B
$146K 0.02%
313
+119
AMD icon
175
Advanced Micro Devices
AMD
$329B
$146K 0.02%
1,030
-62
5 6
7
8 9