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
526
$19K 0.01%
+121
527
$19K 0.01%
+10
528
$18K ﹤0.01%
+98
529
$18K ﹤0.01%
+134
530
$18K ﹤0.01%
+205
531
$18K ﹤0.01%
+230
532
$18K ﹤0.01%
+337
533
$18K ﹤0.01%
+647
534
$18K ﹤0.01%
+2,394
535
$18K ﹤0.01%
+1,425
536
$18K ﹤0.01%
+137
537
$18K ﹤0.01%
+92
538
$18K ﹤0.01%
+313
539
$18K ﹤0.01%
+143
540
$18K ﹤0.01%
+396
541
$18K ﹤0.01%
+55
542
$18K ﹤0.01%
+614
543
$18K ﹤0.01%
+14
544
$18K ﹤0.01%
+211
545
$18K ﹤0.01%
+250
546
$18K ﹤0.01%
+320
547
$17K ﹤0.01%
+100
548
$17K ﹤0.01%
+278
549
$17K ﹤0.01%
+278
550
$17K ﹤0.01%
+99
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