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
976
$6K ﹤0.01%
56
+23
977
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115
978
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212
-38
979
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297
-9
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981
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982
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116
+28
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25
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51
+9
985
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+49
986
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987
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27
+9
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989
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54
+9
990
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9
-3
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711
995
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61
+22
996
$5K ﹤0.01%
363
+148
997
$5K ﹤0.01%
31
+10
998
$5K ﹤0.01%
153
+67
999
$5K ﹤0.01%
148
+64
1000
$5K ﹤0.01%
64
+16
38 39
40
41 42