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
776
$10K ﹤0.01%
144
+28
777
$10K ﹤0.01%
130
+40
778
$10K ﹤0.01%
89
+14
779
$10K ﹤0.01%
+230
780
$10K ﹤0.01%
153
+7
781
$10K ﹤0.01%
142
+6
782
$10K ﹤0.01%
87
+4
783
$10K ﹤0.01%
+122
784
$10K ﹤0.01%
114
+47
785
$10K ﹤0.01%
166
+42
786
$10K ﹤0.01%
99
+22
787
$9K ﹤0.01%
341
788
$9K ﹤0.01%
70
+7
789
$9K ﹤0.01%
299
+116
790
$9K ﹤0.01%
267
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791
$9K ﹤0.01%
129
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$9K ﹤0.01%
190
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$9K ﹤0.01%
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$9K ﹤0.01%
78
795
$9K ﹤0.01%
122
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796
$9K ﹤0.01%
84
-4
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$9K ﹤0.01%
125
+29
798
$9K ﹤0.01%
279
-28
799
$9K ﹤0.01%
196
-4
800
$9K ﹤0.01%
25
-6
30 31
32
33 34