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%
368
-21
652
$14K ﹤0.01%
82
+33
653
$14K ﹤0.01%
243
+52
654
$14K ﹤0.01%
670
+92
655
$14K ﹤0.01%
73
+8
656
$14K ﹤0.01%
130
+24
657
$14K ﹤0.01%
186
+6
658
$14K ﹤0.01%
85
659
$14K ﹤0.01%
309
660
$13K ﹤0.01%
139
+12
661
$13K ﹤0.01%
34
-1
662
$13K ﹤0.01%
550
+136
663
$13K ﹤0.01%
185
-98
664
$13K ﹤0.01%
37
+10
665
$13K ﹤0.01%
72
666
$13K ﹤0.01%
317
+47
667
$13K ﹤0.01%
76
+21
668
$13K ﹤0.01%
3,000
-200
669
$13K ﹤0.01%
127
+12
670
$13K ﹤0.01%
219
671
$13K ﹤0.01%
116
+56
672
$13K ﹤0.01%
96
+26
673
$13K ﹤0.01%
63
+2
674
$13K ﹤0.01%
341
+119
675
$13K ﹤0.01%
47
+10
25 26
27
28 29