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
626
$15K ﹤0.01%
741
-36
627
$15K ﹤0.01%
162
+13
628
$15K ﹤0.01%
80
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629
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630
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+6
631
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44
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632
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183
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633
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355
634
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80
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635
$15K ﹤0.01%
418
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636
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224
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637
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36
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$15K ﹤0.01%
564
-50
639
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448
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640
$15K ﹤0.01%
298
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33
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$15K ﹤0.01%
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$14K ﹤0.01%
95
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646
$14K ﹤0.01%
234
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647
$14K ﹤0.01%
183
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648
$14K ﹤0.01%
519
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649
$14K ﹤0.01%
170
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650
$14K ﹤0.01%
38
-38
24 25
26
27 28