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
701
$10K ﹤0.01%
+616
702
$10K ﹤0.01%
+193
703
$10K ﹤0.01%
+86
704
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+158
705
$10K ﹤0.01%
+307
706
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+102
707
$10K ﹤0.01%
+55
708
$10K ﹤0.01%
+357
709
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+88
710
$10K ﹤0.01%
+171
711
$10K ﹤0.01%
+100
712
$10K ﹤0.01%
+149
713
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+296
714
$10K ﹤0.01%
+191
715
$10K ﹤0.01%
+136
716
$10K ﹤0.01%
+78
717
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718
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719
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+294
720
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+142
721
$10K ﹤0.01%
+105
722
$10K ﹤0.01%
+2,900
723
$9K ﹤0.01%
+70
724
$9K ﹤0.01%
+94
725
$9K ﹤0.01%
+99
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