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
676
$13K ﹤0.01%
96
+26
677
$13K ﹤0.01%
34
-1
678
$13K ﹤0.01%
550
+136
679
$13K ﹤0.01%
185
-98
680
$13K ﹤0.01%
37
+10
681
$13K ﹤0.01%
72
682
$13K ﹤0.01%
317
+47
683
$13K ﹤0.01%
76
+21
684
$13K ﹤0.01%
3,000
-200
685
$13K ﹤0.01%
127
+12
686
$13K ﹤0.01%
219
687
$13K ﹤0.01%
116
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688
$12K ﹤0.01%
60
+2
689
$12K ﹤0.01%
53
+4
690
$12K ﹤0.01%
779
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691
$12K ﹤0.01%
120
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$12K ﹤0.01%
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693
$12K ﹤0.01%
312
694
$12K ﹤0.01%
191
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695
$12K ﹤0.01%
180
+24
696
$12K ﹤0.01%
381
697
$12K ﹤0.01%
254
-4
698
$12K ﹤0.01%
78
+25
699
$12K ﹤0.01%
241
+47
700
$12K ﹤0.01%
400
26 27
28
29 30