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
401
$34K 0.01%
412
+56
402
$33K 0.01%
16
+6
403
$33K 0.01%
1,494
-2,988
404
$33K 0.01%
204
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405
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490
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406
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87
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407
$33K 0.01%
1,335
+136
408
$33K 0.01%
1,455
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409
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328
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410
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383
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411
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130
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412
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70
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413
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212
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356
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415
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184
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416
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528
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417
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421
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422
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1,288
-11
423
$31K 0.01%
482
+4
424
$31K 0.01%
1,329
+343
425
$31K 0.01%
138
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15 16
17
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