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
1001
$5K ﹤0.01%
37
+12
1002
$5K ﹤0.01%
22
+11
1003
$5K ﹤0.01%
42
+15
1004
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53
+3
1005
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144
+72
1006
$5K ﹤0.01%
47
-6
1007
$5K ﹤0.01%
75
+28
1008
$5K ﹤0.01%
547
+167
1009
$5K ﹤0.01%
104
+43
1010
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41
-41
1011
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15
-5
1012
$5K ﹤0.01%
160
+58
1013
$5K ﹤0.01%
97
+12
1014
$5K ﹤0.01%
61
+22
1015
$5K ﹤0.01%
363
+148
1016
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31
+10
1017
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153
+67
1018
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148
+64
1019
$5K ﹤0.01%
64
+16
1020
$5K ﹤0.01%
72
+15
1021
$5K ﹤0.01%
33
+11
1022
$5K ﹤0.01%
96
+8
1023
$5K ﹤0.01%
256
-18
1024
$5K ﹤0.01%
33
+5
1025
$5K ﹤0.01%
46
+12
39 40
41
42 43