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
651
$12K ﹤0.01%
+84
652
$12K ﹤0.01%
+63
653
$12K ﹤0.01%
+172
654
$12K ﹤0.01%
+92
655
$12K ﹤0.01%
+339
656
$12K ﹤0.01%
+120
657
$12K ﹤0.01%
+604
658
$12K ﹤0.01%
+6
659
$12K ﹤0.01%
+115
660
$12K ﹤0.01%
+234
661
$12K ﹤0.01%
+83
662
$12K ﹤0.01%
+71
663
$12K ﹤0.01%
+66
664
$11K ﹤0.01%
+142
665
$11K ﹤0.01%
+188
666
$11K ﹤0.01%
+109
667
$11K ﹤0.01%
+180
668
$11K ﹤0.01%
+27
669
$11K ﹤0.01%
+473
670
$11K ﹤0.01%
+116
671
$11K ﹤0.01%
+270
672
$11K ﹤0.01%
+191
673
$11K ﹤0.01%
+371
674
$11K ﹤0.01%
+400
675
$11K ﹤0.01%
+282
25 26
27
28 29