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%
253
+232
677
$13K ﹤0.01%
71
+22
678
$13K ﹤0.01%
91
+16
679
$13K ﹤0.01%
128
+2
680
$13K ﹤0.01%
791
+175
681
$13K ﹤0.01%
145
+2
682
$13K ﹤0.01%
100
+30
683
$13K ﹤0.01%
+250
684
$13K ﹤0.01%
36
+18
685
$13K ﹤0.01%
32
+2
686
$13K ﹤0.01%
195
+65
687
$13K ﹤0.01%
7
+2
688
$12K ﹤0.01%
60
+2
689
$12K ﹤0.01%
374
+110
690
$12K ﹤0.01%
98
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691
$12K ﹤0.01%
580
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692
$12K ﹤0.01%
43
+10
693
$12K ﹤0.01%
138
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694
$12K ﹤0.01%
162
+29
695
$12K ﹤0.01%
72
-2
696
$12K ﹤0.01%
74
+12
697
$12K ﹤0.01%
276
+39
698
$12K ﹤0.01%
173
+2
699
$12K ﹤0.01%
226
+33
700
$12K ﹤0.01%
241
26 27
28
29 30