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
926
$5K ﹤0.01%
+31
927
$5K ﹤0.01%
+87
928
$5K ﹤0.01%
+32
929
$5K ﹤0.01%
+552
930
$5K ﹤0.01%
+159
931
$5K ﹤0.01%
+54
932
$5K ﹤0.01%
+45
933
$5K ﹤0.01%
+317
934
$5K ﹤0.01%
+89
935
$5K ﹤0.01%
+76
936
$5K ﹤0.01%
+202
937
$5K ﹤0.01%
+119
938
$5K ﹤0.01%
+172
939
$5K ﹤0.01%
+54
940
$5K ﹤0.01%
+20
941
$5K ﹤0.01%
+13
942
$5K ﹤0.01%
+41
943
$5K ﹤0.01%
+52
944
$5K ﹤0.01%
+114
945
$5K ﹤0.01%
+214
946
$5K ﹤0.01%
+88
947
$5K ﹤0.01%
+73
948
$5K ﹤0.01%
+101
949
$5K ﹤0.01%
+310
950
$5K ﹤0.01%
+180
36 37
38
39 40