HWM
Hemington Wealth Management Portfolio holdings
AUM
$769M
1-Year Est. Return
13.16%
This Fund
S&P 500
1 Year Est. Return
+13.16%
AUM
$691M
AUM Growth
+$46M
(+7.1%)
Holding
1,767
Top Buys
| 1 | +$4.24M | |
| 2 | +$3.32M | |
| 3 | +$1.93M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$1.8M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$1.73M |
Top Sells
| 1 | +$3.98M | |
| 2 | +$2.41M | |
| 3 | +$1.37M | |
| 4 |
Intuitive Surgical
ISRG
|
+$988K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1751
Axcelis
ACLS
$4.3B
| $0 | ﹤0.01% |
1
-2
|
|
||
1752
Adient
ADNT
$1.71B
| – | – |
-25
|
|
||
1753
American Eagle Outfitters
AEO
$3.12B
| $0 | ﹤0.01% |
48
-515
|
|
||
1754
Agios Pharmaceuticals
AGIO
$1.54B
| $0 | ﹤0.01% |
6
-15
|
|
||
1755
AGNC Investment
AGNC
$12.5B
| – | – |
-3
|
|
||
1756
C3.ai
AI
$1.36B
| $0 | ﹤0.01% |
+3
|
|
||
|
AIV
1757
Aimco
AIV
$600M
| $0 | ﹤0.01% |
53
-11
|
|
||
1758
Acadia Realty Trust
AKR
$2.76B
| – | – |
-33
|
|
||
1759
Alcon
ALC
$37.3B
| $0 | ﹤0.01% |
8
|
|
||
1760
AMN Healthcare
AMN
$805M
| – | – |
-6
|
|
||
1761
Alpha Metallurgical Resources
AMR
$2.64B
| $0 | ﹤0.01% |
1
|
|
||
1762
Artivion
AORT
$1.77B
| – | – |
-9
|
|
||
1763
Artesian Resources
ARTNA
$329M
| $0 | ﹤0.01% |
6
-1
|
|
||
1764
ASGN Inc
ASGN
$1.67B
| $0 | ﹤0.01% |
17
-57
|
|
||
1765
Ashland
ASH
$2.6B
| $0 | ﹤0.01% |
18
-18
|
|
||
1766
AdvanSix
ASIX
$606M
| $0 | ﹤0.01% |
5
|
|
||
1767
Azenta
AZTA
$1.22B
| $0 | ﹤0.01% |
5
-25
|
|