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
626
$13K ﹤0.01%
+284
627
$13K ﹤0.01%
+239
628
$13K ﹤0.01%
+74
629
$13K ﹤0.01%
+381
630
$13K ﹤0.01%
+143
631
$13K ﹤0.01%
+43
632
$13K ﹤0.01%
+1,095
633
$13K ﹤0.01%
+66
634
$13K ﹤0.01%
+148
635
$13K ﹤0.01%
+214
636
$13K ﹤0.01%
+149
637
$13K ﹤0.01%
+65
638
$13K ﹤0.01%
+117
639
$13K ﹤0.01%
+143
640
$13K ﹤0.01%
+258
641
$13K ﹤0.01%
+171
642
$13K ﹤0.01%
+190
643
$12K ﹤0.01%
+127
644
$12K ﹤0.01%
+61
645
$12K ﹤0.01%
+92
646
$12K ﹤0.01%
+346
647
$12K ﹤0.01%
+60
648
$12K ﹤0.01%
+195
649
$12K ﹤0.01%
+73
650
$12K ﹤0.01%
+235
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