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
1051
$3K ﹤0.01%
+39
1052
$3K ﹤0.01%
+40
1053
$3K ﹤0.01%
+88
1054
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+241
1055
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+682
1056
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+61
1057
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+22
1058
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+84
1059
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+138
1060
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+9
1061
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+120
1062
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+70
1063
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+51
1064
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+18
1065
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+57
1066
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+84
1067
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+33
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+100
1070
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+27
1071
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+75
1072
$3K ﹤0.01%
+50
1073
$3K ﹤0.01%
+101
1074
$3K ﹤0.01%
+23
1075
$3K ﹤0.01%
+19
41 42
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44 45