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
576
$19K ﹤0.01%
235
577
$19K ﹤0.01%
109
+23
578
$18K ﹤0.01%
798
-1,596
579
$18K ﹤0.01%
266
+16
580
$18K ﹤0.01%
672
+103
581
$18K ﹤0.01%
103
+25
582
$18K ﹤0.01%
78
+12
583
$18K ﹤0.01%
396
584
$18K ﹤0.01%
740
+267
585
$18K ﹤0.01%
218
-117
586
$18K ﹤0.01%
82
+14
587
$18K ﹤0.01%
241
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588
$18K ﹤0.01%
99
+33
589
$18K ﹤0.01%
216
+24
590
$17K ﹤0.01%
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591
$17K ﹤0.01%
663
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$17K ﹤0.01%
142
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593
$17K ﹤0.01%
462
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594
$17K ﹤0.01%
164
595
$17K ﹤0.01%
53
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596
$17K ﹤0.01%
169
+20
597
$17K ﹤0.01%
14
598
$17K ﹤0.01%
102
+29
599
$17K ﹤0.01%
235
600
$17K ﹤0.01%
212
+22
22 23
24
25 26