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%
+88
927
$5K ﹤0.01%
+73
928
$5K ﹤0.01%
+101
929
$5K ﹤0.01%
+310
930
$5K ﹤0.01%
+180
931
$5K ﹤0.01%
+334
932
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+354
933
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+47
934
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+193
935
$5K ﹤0.01%
+251
936
$5K ﹤0.01%
+61
937
$5K ﹤0.01%
+23
938
$5K ﹤0.01%
+19
939
$5K ﹤0.01%
+178
940
$5K ﹤0.01%
+56
941
$5K ﹤0.01%
+625
942
$5K ﹤0.01%
+33
943
$5K ﹤0.01%
+169
944
$5K ﹤0.01%
+71
945
$5K ﹤0.01%
+83
946
$5K ﹤0.01%
+183
947
$5K ﹤0.01%
+169
948
$5K ﹤0.01%
+10
949
$5K ﹤0.01%
+229
950
$5K ﹤0.01%
+47
36 37
38
39 40