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
651
$14K ﹤0.01%
95
+3
652
$14K ﹤0.01%
234
-44
653
$14K ﹤0.01%
183
+34
654
$14K ﹤0.01%
73
+8
655
$14K ﹤0.01%
309
656
$14K ﹤0.01%
519
+138
657
$14K ﹤0.01%
170
+63
658
$14K ﹤0.01%
243
+52
659
$14K ﹤0.01%
38
-38
660
$13K ﹤0.01%
139
+12
661
$13K ﹤0.01%
63
+2
662
$13K ﹤0.01%
341
+119
663
$13K ﹤0.01%
47
+10
664
$13K ﹤0.01%
253
+232
665
$13K ﹤0.01%
71
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666
$13K ﹤0.01%
91
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667
$13K ﹤0.01%
128
+2
668
$13K ﹤0.01%
791
+175
669
$13K ﹤0.01%
145
+2
670
$13K ﹤0.01%
100
+30
671
$13K ﹤0.01%
+250
672
$13K ﹤0.01%
36
+18
673
$13K ﹤0.01%
32
+2
674
$13K ﹤0.01%
195
+65
675
$13K ﹤0.01%
7
+2
25 26
27
28 29