HWM
Hemington Wealth Management Portfolio holdings
AUM
$769M
1-Year Est. Return
13.16%
1 Year Est. Return
+13.16%
AUM
$769M
AUM Growth
+$78.6M
(+11%)
Holding
1,768
Top Buys
| 1 | +$9.08M | |
| 2 | +$6.21M | |
| 3 | +$3.94M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$3.44M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$2.77M |
Top Sells
| 1 | +$774K | |
| 2 | +$545K | |
| 3 | +$366K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$336K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1751
CoreCivic
CXW
$1.9B
| $0 | ﹤0.01% |
32
|
|
||
1752
CyberArk
CYBR
$23.1B
| $0 | ﹤0.01% |
+1
|
|
||
1753
Dave Inc
DAVE
$2.8B
| $0 | ﹤0.01% |
+1
|
|
||
1754
DigitalBridge
DBRG
$1.73B
| $0 | ﹤0.01% |
13
+4
|
|
||
1755
Dream Finders Homes
DFH
$1.78B
| $0 | ﹤0.01% |
33
+5
|
|
||
|
DNB
1756
DELISTED
Dun & Bradstreet
DNB
| – | – |
-119
|
|
||
1757
Denali Therapeutics
DNLI
$2.68B
| $0 | ﹤0.01% |
34
|
|
||
1758
DNOW Inc
DNOW
$2.58B
| $0 | ﹤0.01% |
35
|
|
||
1759
DoubleVerify
DV
$1.71B
| $0 | ﹤0.01% |
12
|
|
||
1760
Enova International
ENVA
$3.23B
| $0 | ﹤0.01% |
+7
|
|
||
1761
Edgewell Personal Care
EPC
$798M
| – | – |
-42
|
|
||
1762
Equinor
EQNR
$57.1B
| $0 | ﹤0.01% |
+22
|
|
||
1763
Flowers Foods
FLO
$2.24B
| $0 | ﹤0.01% |
28
-100
|
|
||
1764
Fresenius Medical Care
FMS
$13.7B
| $0 | ﹤0.01% |
+16
|
|
||
1765
First Bancorp
FNLC
$286M
| $0 | ﹤0.01% |
4
-3
|
|
||
1766
FormFactor
FORM
$4.36B
| $0 | ﹤0.01% |
27
+21
|
|
||
1767
Freshworks
FRSH
$3.38B
| $0 | ﹤0.01% |
27
+5
|
|
||
1768
Genmab
GMAB
$19.3B
| $0 | ﹤0.01% |
+19
|
|