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 Buys

1
+$4.54M
2
+$3.36M
3
+$1.95M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.94M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.83M

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
ACN icon
151
Accenture
ACN
$152B
$169K 0.02%
566
+33
TMO icon
152
Thermo Fisher Scientific
TMO
$217B
$169K 0.02%
419
-86
IVW icon
153
iShares S&P 500 Growth ETF
IVW
$66.2B
$168K 0.02%
1,527
MAR icon
154
Marriott International
MAR
$76.7B
$166K 0.02%
610
+27
AMT icon
155
American Tower
AMT
$85.9B
$165K 0.02%
747
MMC icon
156
Marsh & McLennan
MMC
$89.6B
$165K 0.02%
758
-67
FITB icon
157
Fifth Third Bancorp
FITB
$28.1B
$163K 0.02%
3,966
-128
APH icon
158
Amphenol
APH
$164B
$162K 0.02%
1,644
+28
LRCX icon
159
Lam Research
LRCX
$186B
$161K 0.02%
1,659
-79
PANW icon
160
Palo Alto Networks
PANW
$140B
$159K 0.02%
780
+314
BSX icon
161
Boston Scientific
BSX
$152B
$158K 0.02%
1,479
+69
BK icon
162
Bank of New York Mellon
BK
$77B
$157K 0.02%
1,730
+102
ITW icon
163
Illinois Tool Works
ITW
$70.8B
$157K 0.02%
636
-16
SCHW icon
164
Charles Schwab
SCHW
$168B
$157K 0.02%
1,729
+263
EOG icon
165
EOG Resources
EOG
$59.9B
$154K 0.02%
1,290
-34
ETN icon
166
Eaton
ETN
$137B
$154K 0.02%
434
+6
LDOS icon
167
Leidos
LDOS
$24.5B
$154K 0.02%
980
+46
WM icon
168
Waste Management
WM
$84.3B
$154K 0.02%
677
-8
SHW icon
169
Sherwin-Williams
SHW
$82.3B
$152K 0.02%
443
-9
DASH icon
170
DoorDash
DASH
$89.2B
$150K 0.02%
612
+88
LMT icon
171
Lockheed Martin
LMT
$108B
$149K 0.02%
322
+47
TJX icon
172
TJX Companies
TJX
$163B
$149K 0.02%
1,213
+6
FISV
173
Fiserv Inc
FISV
$34.1B
$148K 0.02%
859
-77
AMD icon
174
Advanced Micro Devices
AMD
$402B
$146K 0.02%
1,030
-62
LIN icon
175
Linde
LIN
$198B
$146K 0.02%
313
+119
5 6
7
8 9