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
1026
$5K ﹤0.01%
31
-2
1027
$5K ﹤0.01%
61
+18
1028
$5K ﹤0.01%
58
+24
1029
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57
+3
1030
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45
+9
1031
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158
-16
1032
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28
+9
1033
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23
1034
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37
+12
1035
$5K ﹤0.01%
22
+11
1036
$5K ﹤0.01%
42
+15
1037
$5K ﹤0.01%
53
+3
1038
$5K ﹤0.01%
144
+72
1039
$5K ﹤0.01%
47
-6
1040
$5K ﹤0.01%
75
+28
1041
$5K ﹤0.01%
547
+167
1042
$5K ﹤0.01%
104
+43
1043
$5K ﹤0.01%
41
-41
1044
$5K ﹤0.01%
15
-5
1045
$5K ﹤0.01%
160
+58
1046
$5K ﹤0.01%
97
+12
1047
$4K ﹤0.01%
283
+153
1048
$4K ﹤0.01%
68
+21
1049
$4K ﹤0.01%
54
+8
1050
$4K ﹤0.01%
27
40 41
42
43 44