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
$371M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,808
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$7.28M
3
+$4.23M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.08M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.43M

Top Sells

1
+$585K
2
+$520K
3
+$497K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$466K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$463K

Sector Composition

1 Technology 13.22%
2 Financials 3.58%
3 Healthcare 3.42%
4 Consumer Discretionary 2.43%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6K ﹤0.01%
+206
902
$6K ﹤0.01%
+100
903
$6K ﹤0.01%
+39
904
$6K ﹤0.01%
+53
905
$6K ﹤0.01%
+100
906
$6K ﹤0.01%
+98
907
$6K ﹤0.01%
+36
908
$6K ﹤0.01%
+711
909
$6K ﹤0.01%
+60
910
$5K ﹤0.01%
+370
911
$5K ﹤0.01%
+50
912
$5K ﹤0.01%
+64
913
$5K ﹤0.01%
+208
914
$5K ﹤0.01%
+12
915
$5K ﹤0.01%
+19
916
$5K ﹤0.01%
+305
917
$5K ﹤0.01%
+79
918
$5K ﹤0.01%
+142
919
$5K ﹤0.01%
+122
920
$5K ﹤0.01%
+68
921
$5K ﹤0.01%
+105
922
$5K ﹤0.01%
+45
923
$5K ﹤0.01%
+55
924
$5K ﹤0.01%
+34
925
$5K ﹤0.01%
+80
35 36
37
38 39