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
1026
$4K ﹤0.01%
+200
1027
$4K ﹤0.01%
+10
1028
$4K ﹤0.01%
+61
1029
$4K ﹤0.01%
+340
1030
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+20
1031
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+27
1032
$4K ﹤0.01%
+85
1033
$4K ﹤0.01%
+32
1034
$4K ﹤0.01%
+234
1035
$4K ﹤0.01%
+36
1036
$4K ﹤0.01%
+120
1037
$4K ﹤0.01%
+128
1038
$4K ﹤0.01%
+527
1039
$3K ﹤0.01%
+34
1040
$3K ﹤0.01%
+22
1041
$3K ﹤0.01%
+20
1042
$3K ﹤0.01%
+97
1043
$3K ﹤0.01%
+126
1044
$3K ﹤0.01%
+19
1045
$3K ﹤0.01%
+49
1046
$3K ﹤0.01%
+50
1047
$3K ﹤0.01%
+27
1048
$3K ﹤0.01%
+32
1049
$3K ﹤0.01%
+89
1050
$3K ﹤0.01%
+43
40 41
42
43 44