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
576
$16K ﹤0.01%
+3,200
577
$16K ﹤0.01%
+63
578
$16K ﹤0.01%
+480
579
$16K ﹤0.01%
+199
580
$16K ﹤0.01%
+104
581
$16K ﹤0.01%
+399
582
$16K ﹤0.01%
+86
583
$15K ﹤0.01%
+333
584
$15K ﹤0.01%
+355
585
$15K ﹤0.01%
+1,011
586
$15K ﹤0.01%
+281
587
$15K ﹤0.01%
+235
588
$15K ﹤0.01%
+53
589
$15K ﹤0.01%
+129
590
$15K ﹤0.01%
+161
591
$15K ﹤0.01%
+180
592
$15K ﹤0.01%
+192
593
$15K ﹤0.01%
+47
594
$15K ﹤0.01%
+128
595
$15K ﹤0.01%
+146
596
$15K ﹤0.01%
+569
597
$15K ﹤0.01%
+67
598
$15K ﹤0.01%
+44
599
$14K ﹤0.01%
+156
600
$14K ﹤0.01%
+757
22 23
24
25 26