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
751
$9K ﹤0.01%
+100
752
$9K ﹤0.01%
+341
753
$9K ﹤0.01%
+37
754
$9K ﹤0.01%
+414
755
$9K ﹤0.01%
+289
756
$8K ﹤0.01%
+148
757
$8K ﹤0.01%
+81
758
$8K ﹤0.01%
+124
759
$8K ﹤0.01%
+51
760
$8K ﹤0.01%
+105
761
$8K ﹤0.01%
+222
762
$8K ﹤0.01%
+155
763
$8K ﹤0.01%
+250
764
$8K ﹤0.01%
+176
765
$8K ﹤0.01%
+214
766
$8K ﹤0.01%
+65
767
$8K ﹤0.01%
+99
768
$8K ﹤0.01%
+77
769
$8K ﹤0.01%
+81
770
$8K ﹤0.01%
+49
771
$8K ﹤0.01%
+49
772
$8K ﹤0.01%
+46
773
$8K ﹤0.01%
+57
774
$8K ﹤0.01%
+529
775
$8K ﹤0.01%
+194
29 30
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32 33