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
751
$11K ﹤0.01%
247
+71
752
$10K ﹤0.01%
136
-6
753
$10K ﹤0.01%
85
-1
754
$10K ﹤0.01%
337
+80
755
$10K ﹤0.01%
49
+18
756
$10K ﹤0.01%
76
+22
757
$10K ﹤0.01%
59
+22
758
$10K ﹤0.01%
135
-103
759
$10K ﹤0.01%
6
760
$10K ﹤0.01%
539
+195
761
$10K ﹤0.01%
36
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762
$10K ﹤0.01%
130
+40
763
$10K ﹤0.01%
89
+14
764
$10K ﹤0.01%
+230
765
$10K ﹤0.01%
153
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766
$10K ﹤0.01%
142
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$10K ﹤0.01%
87
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768
$10K ﹤0.01%
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769
$10K ﹤0.01%
114
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770
$10K ﹤0.01%
166
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771
$10K ﹤0.01%
99
+22
772
$10K ﹤0.01%
84
+13
773
$10K ﹤0.01%
119
+22
774
$10K ﹤0.01%
293
+4
775
$10K ﹤0.01%
115
+38
29 30
31
32 33