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
726
$9K ﹤0.01%
+114
727
$9K ﹤0.01%
+254
728
$9K ﹤0.01%
+263
729
$9K ﹤0.01%
+62
730
$9K ﹤0.01%
+51
731
$9K ﹤0.01%
+91
732
$9K ﹤0.01%
+85
733
$9K ﹤0.01%
+156
734
$9K ﹤0.01%
+23
735
$9K ﹤0.01%
+94
736
$9K ﹤0.01%
+401
737
$9K ﹤0.01%
+145
738
$9K ﹤0.01%
+31
739
$9K ﹤0.01%
+110
740
$9K ﹤0.01%
+12
741
$9K ﹤0.01%
+185
742
$9K ﹤0.01%
+140
743
$9K ﹤0.01%
+141
744
$9K ﹤0.01%
+71
745
$9K ﹤0.01%
+154
746
$9K ﹤0.01%
+112
747
$9K ﹤0.01%
+254
748
$9K ﹤0.01%
+33
749
$9K ﹤0.01%
+36
750
$9K ﹤0.01%
+67
28 29
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