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%
42
-1
702
$12K ﹤0.01%
44
+12
703
$12K ﹤0.01%
1,095
704
$12K ﹤0.01%
302
+20
705
$12K ﹤0.01%
150
+45
706
$12K ﹤0.01%
342
707
$12K ﹤0.01%
374
+110
708
$12K ﹤0.01%
98
+14
709
$12K ﹤0.01%
580
-2,320
710
$12K ﹤0.01%
92
+27
711
$12K ﹤0.01%
252
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712
$12K ﹤0.01%
43
+10
713
$12K ﹤0.01%
138
+33
714
$12K ﹤0.01%
162
+29
715
$12K ﹤0.01%
72
-2
716
$12K ﹤0.01%
74
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717
$12K ﹤0.01%
276
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718
$12K ﹤0.01%
173
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719
$12K ﹤0.01%
226
+33
720
$12K ﹤0.01%
241
721
$11K ﹤0.01%
214
-67
722
$11K ﹤0.01%
96
+19
723
$11K ﹤0.01%
107
+26
724
$11K ﹤0.01%
234
725
$11K ﹤0.01%
138
-2
27 28
29
30 31