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
926
$6K ﹤0.01%
94
+26
927
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152
928
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269
+55
929
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79
-2
930
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226
+24
931
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74
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932
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101
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933
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52
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934
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145
+1
935
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91
+7
936
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+68
937
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21
938
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455
+101
939
$6K ﹤0.01%
39
+12
940
$6K ﹤0.01%
41
+10
941
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942
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359
+104
943
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46
+14
944
$6K ﹤0.01%
345
-184
945
$6K ﹤0.01%
65
+4
946
$6K ﹤0.01%
19
+7
947
$6K ﹤0.01%
44
+12
948
$6K ﹤0.01%
13
+4
949
$6K ﹤0.01%
144
+39
950
$6K ﹤0.01%
471
-8
36 37
38
39 40