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
801
$7K ﹤0.01%
+134
802
$7K ﹤0.01%
+74
803
$7K ﹤0.01%
+104
804
$7K ﹤0.01%
+81
805
$7K ﹤0.01%
+32
806
$7K ﹤0.01%
+97
807
$7K ﹤0.01%
+53
808
$7K ﹤0.01%
+42
809
$7K ﹤0.01%
+77
810
$7K ﹤0.01%
+144
811
$7K ﹤0.01%
+257
812
$7K ﹤0.01%
+87
813
$7K ﹤0.01%
+115
814
$7K ﹤0.01%
+30
815
$7K ﹤0.01%
+53
816
$7K ﹤0.01%
+32
817
$7K ﹤0.01%
+119
818
$7K ﹤0.01%
+97
819
$7K ﹤0.01%
+100
820
$7K ﹤0.01%
+86
821
$7K ﹤0.01%
+106
822
$7K ﹤0.01%
+48
823
$7K ﹤0.01%
+16
824
$7K ﹤0.01%
+53
825
$7K ﹤0.01%
+30
31 32
33
34 35