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
976
$5K ﹤0.01%
+107
977
$4K ﹤0.01%
+31
978
$4K ﹤0.01%
+9
979
$4K ﹤0.01%
+39
980
$4K ﹤0.01%
+105
981
$4K ﹤0.01%
+88
982
$4K ﹤0.01%
+19
983
$4K ﹤0.01%
+46
984
$4K ﹤0.01%
+21
985
$4K ﹤0.01%
+46
986
$4K ﹤0.01%
+62
987
$4K ﹤0.01%
+57
988
$4K ﹤0.01%
96
-10,024
989
$4K ﹤0.01%
+26
990
$4K ﹤0.01%
+28
991
$4K ﹤0.01%
+34
992
$4K ﹤0.01%
+42
993
$4K ﹤0.01%
+98
994
$4K ﹤0.01%
+255
995
$4K ﹤0.01%
+57
996
$4K ﹤0.01%
+31
997
$4K ﹤0.01%
+25
998
$4K ﹤0.01%
+55
999
$4K ﹤0.01%
+70
1000
$4K ﹤0.01%
+255
38 39
40
41 42