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
701
$12K ﹤0.01%
53
+4
702
$12K ﹤0.01%
779
+22
703
$12K ﹤0.01%
120
+20
704
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354
-34
705
$12K ﹤0.01%
312
706
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191
-4
707
$12K ﹤0.01%
180
+24
708
$12K ﹤0.01%
381
709
$12K ﹤0.01%
254
-4
710
$12K ﹤0.01%
78
+25
711
$12K ﹤0.01%
241
+47
712
$12K ﹤0.01%
400
713
$12K ﹤0.01%
42
-1
714
$12K ﹤0.01%
44
+12
715
$12K ﹤0.01%
1,095
716
$12K ﹤0.01%
302
+20
717
$12K ﹤0.01%
150
+45
718
$12K ﹤0.01%
342
719
$12K ﹤0.01%
92
+27
720
$12K ﹤0.01%
252
-7
721
$11K ﹤0.01%
214
-67
722
$11K ﹤0.01%
206
-29
723
$11K ﹤0.01%
102
+4
724
$11K ﹤0.01%
219
+47
725
$11K ﹤0.01%
112
+18
27 28
29
30 31