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%
20
+4
977
$6K ﹤0.01%
187
+28
978
$6K ﹤0.01%
54
979
$6K ﹤0.01%
77
+28
980
$6K ﹤0.01%
+347
981
$6K ﹤0.01%
270
+88
982
$6K ﹤0.01%
132
-9
983
$5K ﹤0.01%
25
+5
984
$5K ﹤0.01%
51
+9
985
$5K ﹤0.01%
304
+49
986
$5K ﹤0.01%
47
987
$5K ﹤0.01%
61
+22
988
$5K ﹤0.01%
711
989
$5K ﹤0.01%
197
990
$5K ﹤0.01%
57
+25
991
$5K ﹤0.01%
119
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992
$5K ﹤0.01%
40
+10
993
$5K ﹤0.01%
198
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994
$5K ﹤0.01%
61
+18
995
$5K ﹤0.01%
58
+24
996
$5K ﹤0.01%
57
+3
997
$5K ﹤0.01%
45
+9
998
$5K ﹤0.01%
158
-16
999
$5K ﹤0.01%
28
+9
1000
$5K ﹤0.01%
23
38 39
40
41 42