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
851
$8K ﹤0.01%
97
+32
852
$8K ﹤0.01%
165
+69
853
$8K ﹤0.01%
158
+57
854
$8K ﹤0.01%
176
+62
855
$8K ﹤0.01%
106
+8
856
$8K ﹤0.01%
69
+16
857
$8K ﹤0.01%
144
+57
858
$8K ﹤0.01%
60
-2
859
$8K ﹤0.01%
241
+80
860
$8K ﹤0.01%
73
+28
861
$8K ﹤0.01%
104
+18
862
$8K ﹤0.01%
183
+47
863
$8K ﹤0.01%
27
864
$8K ﹤0.01%
83
+15
865
$8K ﹤0.01%
100
+15
866
$8K ﹤0.01%
112
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867
$8K ﹤0.01%
118
+3
868
$8K ﹤0.01%
97
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869
$8K ﹤0.01%
163
+16
870
$8K ﹤0.01%
111
+12
871
$8K ﹤0.01%
222
+43
872
$8K ﹤0.01%
77
+20
873
$8K ﹤0.01%
240
+26
874
$8K ﹤0.01%
215
875
$7K ﹤0.01%
148
+14
33 34
35
36 37