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
1076
$4K ﹤0.01%
70
+13
1077
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97
-8
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32
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1080
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39
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1084
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25
+8
1085
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266
+255
1086
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89
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60
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101
1089
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+501
1090
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116
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1091
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82
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1093
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53
+13
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78
+31
1095
$4K ﹤0.01%
268
+12
1096
$4K ﹤0.01%
31
+14
1097
$4K ﹤0.01%
32
+14
1098
$4K ﹤0.01%
23
1099
$4K ﹤0.01%
41
+16
1100
$4K ﹤0.01%
56
42 43
44
45 46