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
$371M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,808
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$7.28M
3
+$4.23M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.08M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.43M

Top Sells

1
+$585K
2
+$520K
3
+$497K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$466K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$463K

Sector Composition

1 Technology 13.22%
2 Financials 3.58%
3 Healthcare 3.42%
4 Consumer Discretionary 2.43%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$23K 0.01%
+348
477
$23K 0.01%
+64
478
$23K 0.01%
+77
479
$22K 0.01%
+147
480
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+301
481
$22K 0.01%
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482
$22K 0.01%
+504
483
$22K 0.01%
+269
484
$22K 0.01%
+97
485
$22K 0.01%
+701
486
$22K 0.01%
+218
487
$21K 0.01%
+552
488
$21K 0.01%
+189
489
$21K 0.01%
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490
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491
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492
$21K 0.01%
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493
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494
$21K 0.01%
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495
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496
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497
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498
$21K 0.01%
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499
$20K 0.01%
+297
500
$20K 0.01%
+139
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