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%
240
+26
852
$8K ﹤0.01%
215
853
$8K ﹤0.01%
270
+98
854
$8K ﹤0.01%
56
+15
855
$8K ﹤0.01%
117
856
$8K ﹤0.01%
247
+67
857
$8K ﹤0.01%
+185
858
$8K ﹤0.01%
432
+98
859
$8K ﹤0.01%
182
+27
860
$8K ﹤0.01%
165
+67
861
$8K ﹤0.01%
191
+49
862
$8K ﹤0.01%
102
+45
863
$8K ﹤0.01%
38
+6
864
$8K ﹤0.01%
293
+54
865
$8K ﹤0.01%
66
+9
866
$8K ﹤0.01%
217
867
$8K ﹤0.01%
244
+7
868
$8K ﹤0.01%
76
+23
869
$8K ﹤0.01%
468
-358
870
$8K ﹤0.01%
530
+247
871
$8K ﹤0.01%
35
+15
872
$8K ﹤0.01%
73
+9
873
$8K ﹤0.01%
148
874
$8K ﹤0.01%
165
+7
875
$7K ﹤0.01%
148
+14
33 34
35
36 37