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
876
$7K ﹤0.01%
78
+4
877
$7K ﹤0.01%
111
+33
878
$7K ﹤0.01%
200
+92
879
$7K ﹤0.01%
182
+25
880
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156
+62
881
$7K ﹤0.01%
155
+31
882
$7K ﹤0.01%
292
+99
883
$7K ﹤0.01%
141
+25
884
$7K ﹤0.01%
86
+31
885
$7K ﹤0.01%
76
+15
886
$7K ﹤0.01%
234
+42
887
$7K ﹤0.01%
42
+8
888
$7K ﹤0.01%
130
+11
889
$7K ﹤0.01%
79
890
$7K ﹤0.01%
46
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891
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186
-1
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97
893
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49
+10
894
$7K ﹤0.01%
16
+4
895
$7K ﹤0.01%
24
+3
896
$7K ﹤0.01%
30
897
$7K ﹤0.01%
292
-292
898
$7K ﹤0.01%
107
+11
899
$7K ﹤0.01%
40
900
$7K ﹤0.01%
139
+71
34 35
36
37 38