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
826
$8K ﹤0.01%
161
827
$8K ﹤0.01%
283
+93
828
$8K ﹤0.01%
97
-12
829
$8K ﹤0.01%
97
+32
830
$8K ﹤0.01%
165
+69
831
$8K ﹤0.01%
158
+57
832
$8K ﹤0.01%
176
+62
833
$8K ﹤0.01%
106
+8
834
$8K ﹤0.01%
69
+16
835
$8K ﹤0.01%
144
+57
836
$8K ﹤0.01%
60
-2
837
$8K ﹤0.01%
241
+80
838
$8K ﹤0.01%
73
+28
839
$8K ﹤0.01%
104
+18
840
$8K ﹤0.01%
183
+47
841
$8K ﹤0.01%
27
842
$8K ﹤0.01%
83
+15
843
$8K ﹤0.01%
100
+15
844
$8K ﹤0.01%
112
+13
845
$8K ﹤0.01%
118
+3
846
$8K ﹤0.01%
97
+3
847
$8K ﹤0.01%
163
+16
848
$8K ﹤0.01%
111
+12
849
$8K ﹤0.01%
222
+43
850
$8K ﹤0.01%
77
+20
32 33
34
35 36