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
951
$5K ﹤0.01%
+334
952
$5K ﹤0.01%
+354
953
$5K ﹤0.01%
+47
954
$5K ﹤0.01%
+193
955
$5K ﹤0.01%
+251
956
$5K ﹤0.01%
+61
957
$5K ﹤0.01%
+23
958
$5K ﹤0.01%
+19
959
$5K ﹤0.01%
+178
960
$5K ﹤0.01%
+56
961
$5K ﹤0.01%
+625
962
$5K ﹤0.01%
+33
963
$5K ﹤0.01%
+169
964
$5K ﹤0.01%
+71
965
$5K ﹤0.01%
+83
966
$5K ﹤0.01%
+183
967
$5K ﹤0.01%
+169
968
$5K ﹤0.01%
+10
969
$5K ﹤0.01%
+229
970
$5K ﹤0.01%
+47
971
$5K ﹤0.01%
+68
972
$5K ﹤0.01%
+161
973
$5K ﹤0.01%
+729
974
$5K ﹤0.01%
+79
975
$5K ﹤0.01%
+153
37 38
39
40 41