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
801
$9K ﹤0.01%
58
+3
802
$9K ﹤0.01%
6,290
-374
803
$9K ﹤0.01%
357
804
$9K ﹤0.01%
132
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805
$9K ﹤0.01%
61
+13
806
$9K ﹤0.01%
113
-2
807
$9K ﹤0.01%
114
+35
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$9K ﹤0.01%
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809
$9K ﹤0.01%
190
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810
$9K ﹤0.01%
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811
$9K ﹤0.01%
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122
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813
$9K ﹤0.01%
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814
$9K ﹤0.01%
125
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815
$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
13
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$9K ﹤0.01%
142
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824
$8K ﹤0.01%
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+42
825
$8K ﹤0.01%
143
31 32
33
34 35