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
676
$11K ﹤0.01%
+376
677
$11K ﹤0.01%
+61
678
$11K ﹤0.01%
+98
679
$11K ﹤0.01%
+160
680
$11K ﹤0.01%
+62
681
$11K ﹤0.01%
+142
682
$11K ﹤0.01%
+188
683
$11K ﹤0.01%
+109
684
$11K ﹤0.01%
+180
685
$11K ﹤0.01%
+27
686
$11K ﹤0.01%
+473
687
$11K ﹤0.01%
+116
688
$11K ﹤0.01%
+270
689
$11K ﹤0.01%
+191
690
$11K ﹤0.01%
+371
691
$11K ﹤0.01%
+400
692
$11K ﹤0.01%
+282
693
$11K ﹤0.01%
+578
694
$11K ﹤0.01%
+6,664
695
$11K ﹤0.01%
+106
696
$11K ﹤0.01%
+237
697
$11K ﹤0.01%
+146
698
$11K ﹤0.01%
+241
699
$10K ﹤0.01%
+200
700
$10K ﹤0.01%
+55
26 27
28
29 30