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
$769M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$6.21M
3
+$3.94M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.44M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.77M

Top Sells

1
+$774K
2
+$545K
3
+$366K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$336K
5
VTV icon
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
BA icon
201
Boeing
BA
$194B
$126K 0.02%
586
+48
COIN icon
202
Coinbase
COIN
$65B
$124K 0.02%
369
+17
CIBR icon
203
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
$123K 0.02%
1,628
-1,083
MDLZ icon
204
Mondelez International
MDLZ
$73.9B
$123K 0.02%
1,980
+453
CI icon
205
Cigna
CI
$72.7B
$121K 0.02%
422
-1
HOOD icon
206
Robinhood
HOOD
$97.8B
$121K 0.02%
850
+71
GD icon
207
General Dynamics
GD
$99.2B
$120K 0.02%
354
+18
COP icon
208
ConocoPhillips
COP
$121B
$119K 0.02%
1,268
+464
GLW icon
209
Corning
GLW
$80.8B
$119K 0.02%
1,456
+68
URI icon
210
United Rentals
URI
$58.6B
$119K 0.02%
125
+13
VEA icon
211
Vanguard FTSE Developed Markets ETF
VEA
$202B
$119K 0.02%
1,990
VRTX icon
212
Vertex Pharmaceuticals
VRTX
$112B
$118K 0.02%
302
-7
JBL icon
213
Jabil
JBL
$26.5B
$117K 0.02%
541
+21
PFE icon
214
Pfizer
PFE
$146B
$115K 0.01%
4,533
+1,672
KR icon
215
Kroger
KR
$40B
$114K 0.01%
1,699
-85
CSX icon
216
CSX Corp
CSX
$67.5B
$113K 0.01%
3,208
+136
EME icon
217
Emcor
EME
$31.3B
$113K 0.01%
174
+7
CPRT icon
218
Copart
CPRT
$39.7B
$112K 0.01%
2,504
-14
IWN icon
219
iShares Russell 2000 Value ETF
IWN
$13B
$112K 0.01%
636
ADSK icon
220
Autodesk
ADSK
$56.3B
$111K 0.01%
350
+27
APD icon
221
Air Products & Chemicals
APD
$59.5B
$110K 0.01%
405
+6
BX icon
222
Blackstone
BX
$126B
$110K 0.01%
647
-92
GILD icon
223
Gilead Sciences
GILD
$155B
$110K 0.01%
998
+85
MCK icon
224
McKesson
MCK
$104B
$110K 0.01%
143
+3
TEL icon
225
TE Connectivity
TEL
$70.9B
$109K 0.01%
497
+26
7 8
9
10 11