Asset Manager
← All Institutions
Hemington Wealth Management
Market Value
$0
-100.0%
Holdings
1,483
-43
New Purchases
0
Added To
0
Closed
1,483
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 76 | $0 | 0% |
| Large Cap | 746 | $0 | 0% |
| Mid Cap | 576 | $0 | 0% |
| Small Cap | 82 | $0 | 0% |
| Micro Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$66.5B
Median Market Cap
$12.1B
Avg P/E
31.6
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,335
# ETFs / Funds
148
Top Holdings (1,483 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | EXPD | —% | — | — | — | -$41K | -340 | -100.0% | SOLD |
| 2 | OGS | —% | — | — | — | -$5K | -65 | -100.0% | SOLD |
| 3 | ABM | —% | — | — | — | -$8K | -182 | -100.0% | SOLD |
| 4 | ABT | —% | — | — | — | -$366K | -2,739 | -100.0% | SOLD |
| 5 | T | —% | — | — | — | -$329K | -11,675 | -100.0% | SOLD |
| 6 | CCS | —% | — | — | — | -$12K | -198 | -100.0% | SOLD |
| 7 | YUM | —% | — | — | — | -$58K | -385 | -100.0% | SOLD |
| 8 | AVB | —% | — | — | — | -$5K | -29 | -100.0% | SOLD |
| 9 | BDX | —% | — | — | — | -$42K | -226 | -100.0% | SOLD |
| 10 | CPA | —% | — | — | — | -$7K | -60 | -100.0% | SOLD |
| 11 | AAP | —% | — | — | — | -$5K | -83 | -100.0% | SOLD |
| 12 | NVT | —% | — | — | — | -$33K | -342 | -100.0% | SOLD |
| 13 | ARW | —% | — | — | — | -$14K | -121 | -100.0% | SOLD |
| 14 | LYV | —% | — | — | — | -$70K | -430 | -100.0% | SOLD |
| 15 | ALB | —% | — | — | — | -$7K | -98 | -100.0% | SOLD |
| 16 | HRB | —% | — | — | — | -$6K | -126 | -100.0% | SOLD |
| 17 | AMP | —% | — | — | — | -$264K | -538 | -100.0% | SOLD |
| 18 | APAM | —% | — | — | — | -$2K | -61 | -100.0% | SOLD |
| 19 | IBP | —% | — | — | — | -$6K | -27 | -100.0% | SOLD |
| 20 | ACN | —% | — | — | — | -$96K | -390 | -100.0% | SOLD |
| 21 | NFG | —% | — | — | — | -$18K | -201 | -100.0% | SOLD |
| 22 | ATR | —% | — | — | — | -$19K | -149 | -100.0% | SOLD |
| 23 | GLW | —% | — | — | — | -$119K | -1,456 | -100.0% | SOLD |
| 24 | AIR | —% | — | — | — | -$3K | -36 | -100.0% | SOLD |
| 25 | ACI | —% | — | — | — | -$4K | -250 | -100.0% | SOLD |
| 26 | ALSN | —% | — | — | — | -$25K | -306 | -100.0% | SOLD |
| 27 | CB | —% | — | — | — | -$81K | -290 | -100.0% | SOLD |
| 28 | DIS | —% | — | — | — | -$608K | -5,313 | -100.0% | SOLD |
| 29 | CVX | —% | — | — | — | -$330K | -2,128 | -100.0% | SOLD |
| 30 | RH | —% | — | — | — | -$9K | -46 | -100.0% | SOLD |
| 31 | TMHC | —% | — | — | — | -$44K | -678 | -100.0% | SOLD |
| 32 | UNFI | —% | — | — | — | -$1K | -34 | -100.0% | SOLD |
| 33 | AN | —% | — | — | — | -$92K | -422 | -100.0% | SOLD |
| 34 | AR | —% | — | — | — | -$11K | -330 | -100.0% | SOLD |
| 35 | ARMK | —% | — | — | — | -$9K | -247 | -100.0% | SOLD |
| 36 | DY | —% | — | — | — | -$16K | -57 | -100.0% | SOLD |
| 37 | ED | —% | — | — | — | -$18K | -183 | -100.0% | SOLD |
| 38 | AME | —% | — | — | — | -$30K | -163 | -100.0% | SOLD |
| 39 | EXR | —% | — | — | — | -$34K | -244 | -100.0% | SOLD |
| 40 | AIZ | —% | — | — | — | -$30K | -139 | -100.0% | SOLD |
| 41 | ARES | —% | — | — | — | -$17K | -109 | -100.0% | SOLD |
| 42 | EMN | —% | — | — | — | -$18K | -293 | -100.0% | SOLD |
| 43 | DECK | —% | — | — | — | -$24K | -238 | -100.0% | SOLD |
| 44 | FLR | —% | — | — | — | -$9K | -226 | -100.0% | SOLD |
| 45 | FDX | —% | — | — | — | -$60K | -255 | -100.0% | SOLD |
| 46 | ALL | —% | — | — | — | -$155K | -724 | -100.0% | SOLD |
| 47 | OC | —% | — | — | — | -$21K | -150 | -100.0% | SOLD |
| 48 | MC | —% | — | — | — | -$1K | -22 | -100.0% | SOLD |
| 49 | BFAM | —% | — | — | — | -$7K | -69 | -100.0% | SOLD |
| 50 | MTDR | —% | — | — | — | -$6K | -150 | -100.0% | SOLD |
| 51 | UI | —% | — | — | — | -$11K | -18 | -100.0% | SOLD |
| 52 | JHG | —% | — | — | — | -$18K | -424 | -100.0% | SOLD |
| 53 | YETI | —% | — | — | — | -$2K | -87 | -100.0% | SOLD |
| 54 | CDE | —% | — | — | — | -$8K | -464 | -100.0% | SOLD |
| 55 | UBER | —% | — | — | — | -$232K | -2,370 | -100.0% | SOLD |
| 56 | HMC | —% | — | — | — | -$1K | -38 | -100.0% | SOLD |
| 57 | CVS | —% | — | — | — | -$62K | -834 | -100.0% | SOLD |
| 58 | HPE | —% | — | — | — | -$52K | -2,140 | -100.0% | SOLD |
| 59 | PB | —% | — | — | — | -$9K | -146 | -100.0% | SOLD |
| 60 | GWRE | —% | — | — | — | -$16K | -72 | -100.0% | SOLD |
| 61 | AA | —% | — | — | — | -$8K | -267 | -100.0% | SOLD |
| 62 | NOW | —% | — | — | — | -$169K | -184 | -100.0% | SOLD |
| 63 | XOM | —% | — | — | — | -$446K | -3,962 | -100.0% | SOLD |
| 64 | SHV | —% | — | — | — | -$364K | -3,296 | -100.0% | SOLD |
| 65 | WY | —% | — | — | — | -$3K | -135 | -100.0% | SOLD |
| 66 | WTM | —% | — | — | — | -$23K | -14 | -100.0% | SOLD |
| 67 | ALG | —% | — | — | — | -$2K | -13 | -100.0% | SOLD |
| 68 | LHX | —% | — | — | — | -$105K | -345 | -100.0% | SOLD |
| 69 | BKH | —% | — | — | — | -$7K | -119 | -100.0% | SOLD |
| 70 | AGCO | —% | — | — | — | -$16K | -151 | -100.0% | SOLD |
| 71 | ABG | —% | — | — | — | -$15K | -64 | -100.0% | SOLD |
| 72 | ALV | —% | — | — | — | -$13K | -110 | -100.0% | SOLD |
| 73 | SLVM | —% | — | — | — | -$1K | -37 | -100.0% | SOLD |
| 74 | BMY | —% | — | — | — | -$61K | -1,370 | -100.0% | SOLD |
| 75 | FOUR | —% | — | — | — | -$1K | -21 | -100.0% | SOLD |
| 76 | CMG | —% | — | — | — | -$18K | -472 | -100.0% | SOLD |
| 77 | BROS | —% | — | — | — | -$3K | -63 | -100.0% | SOLD |
| 78 | ATI | —% | — | — | — | -$39K | -482 | -100.0% | SOLD |
| 79 | BEN | —% | — | — | — | -$12K | -543 | -100.0% | SOLD |
| 80 | SLGN | —% | — | — | — | -$3K | -70 | -100.0% | SOLD |
| 81 | M | —% | — | — | — | -$8K | -453 | -100.0% | SOLD |
| 82 | CFG | —% | — | — | — | -$34K | -646 | -100.0% | SOLD |
| 83 | EGP | —% | — | — | — | -$25K | -150 | -100.0% | SOLD |
| 84 | NEE | —% | — | — | — | -$926K | -12,274 | -100.0% | SOLD |
| 85 | BRX | —% | — | — | — | -$7K | -267 | -100.0% | SOLD |
| 86 | ALLE | —% | — | — | — | -$24K | -137 | -100.0% | SOLD |
| 87 | AMT | —% | — | — | — | -$148K | -773 | -100.0% | SOLD |
| 88 | HLI | —% | — | — | — | -$14K | -71 | -100.0% | SOLD |
| 89 | DINO | —% | — | — | — | -$22K | -426 | -100.0% | SOLD |
| 90 | CNR | —% | — | — | — | -$3K | -45 | -100.0% | SOLD |
| 91 | BC | —% | — | — | — | -$31K | -492 | -100.0% | SOLD |
| 92 | AFG | —% | — | — | — | -$21K | -147 | -100.0% | SOLD |
| 93 | WH | —% | — | — | — | -$14K | -184 | -100.0% | SOLD |
| 94 | HWM | —% | — | — | — | -$66K | -339 | -100.0% | SOLD |
| 95 | PJT | —% | — | — | — | -$6K | -35 | -100.0% | SOLD |
| 96 | PSX | —% | — | — | — | -$78K | -576 | -100.0% | SOLD |
| 97 | CWT | —% | — | — | — | -$7K | -174 | -100.0% | SOLD |
| 98 | IVZ | —% | — | — | — | -$16K | -727 | -100.0% | SOLD |
| 99 | ZTS | —% | — | — | — | -$99K | -680 | -100.0% | SOLD |
| 100 | RBC | —% | — | — | — | -$12K | -32 | -100.0% | SOLD |