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
901
$7K ﹤0.01%
193
+40
902
$7K ﹤0.01%
41
+5
903
$7K ﹤0.01%
773
+148
904
$7K ﹤0.01%
43
+16
905
$7K ﹤0.01%
32
906
$7K ﹤0.01%
191
+19
907
$7K ﹤0.01%
103
-35
908
$7K ﹤0.01%
16
+3
909
$7K ﹤0.01%
94
+40
910
$7K ﹤0.01%
83
+10
911
$7K ﹤0.01%
88
+7
912
$7K ﹤0.01%
22
+2
913
$7K ﹤0.01%
17
+2
914
$7K ﹤0.01%
42
-4
915
$7K ﹤0.01%
41
+16
916
$7K ﹤0.01%
63
917
$7K ﹤0.01%
87
918
$7K ﹤0.01%
218
+12
919
$7K ﹤0.01%
93
+29
920
$7K ﹤0.01%
122
+47
921
$7K ﹤0.01%
201
+92
922
$7K ﹤0.01%
265
+5
923
$7K ﹤0.01%
107
+44
924
$7K ﹤0.01%
58
+27
925
$6K ﹤0.01%
149
+27
35 36
37
38 39