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
601
$17K ﹤0.01%
175
+14
602
$17K ﹤0.01%
163
+49
603
$17K ﹤0.01%
169
+21
604
$17K ﹤0.01%
368
+26
605
$17K ﹤0.01%
480
606
$17K ﹤0.01%
289
+50
607
$17K ﹤0.01%
95
+8
608
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84
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609
$16K ﹤0.01%
91
-8
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$16K ﹤0.01%
112
+20
611
$16K ﹤0.01%
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612
$16K ﹤0.01%
150
+30
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$16K ﹤0.01%
469
+68
614
$16K ﹤0.01%
109
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615
$16K ﹤0.01%
174
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$16K ﹤0.01%
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$16K ﹤0.01%
208
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618
$16K ﹤0.01%
144
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619
$16K ﹤0.01%
160
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620
$16K ﹤0.01%
214
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621
$16K ﹤0.01%
230
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622
$16K ﹤0.01%
48
+4
623
$16K ﹤0.01%
420
+7
624
$15K ﹤0.01%
333
625
$15K ﹤0.01%
178
+6
23 24
25
26 27