HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.57M
3
+$2.62M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.55M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.95M

Top Sells

1
+$1.02M
2
+$920K
3
+$759K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$252K
5
VT icon
Vanguard Total World Stock ETF
VT
+$196K

Sector Composition

1 Technology 13.73%
2 Financials 3.77%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$41K 0.01%
2,091
-309
352
$40K 0.01%
83
+8
353
$40K 0.01%
264
+3
354
$40K 0.01%
378
355
$40K 0.01%
81
+5
356
$40K 0.01%
1,113
-179
357
$40K 0.01%
866
+278
358
$40K 0.01%
531
+31
359
$40K 0.01%
341
-41
360
$40K 0.01%
698
+11
361
$39K 0.01%
429
-3
362
$39K 0.01%
115
+20
363
$39K 0.01%
990
-81
364
$39K 0.01%
433
+32
365
$39K 0.01%
513
+33
366
$39K 0.01%
466
367
$38K 0.01%
112
+11
368
$38K 0.01%
1,209
+117
369
$38K 0.01%
525
+53
370
$38K 0.01%
258
371
$38K 0.01%
659
372
$38K 0.01%
198
-10
373
$37K 0.01%
280
-12
374
$37K 0.01%
442
+51
375
$37K 0.01%
312
+15
13 14
15
16 17