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
1101
$3K ﹤0.01%
+19
1102
$3K ﹤0.01%
+138
1103
$3K ﹤0.01%
+9
1104
$3K ﹤0.01%
+120
1105
$3K ﹤0.01%
+70
1106
$3K ﹤0.01%
+51
1107
$3K ﹤0.01%
+18
1108
$3K ﹤0.01%
+57
1109
$3K ﹤0.01%
+84
1110
$3K ﹤0.01%
+33
1111
$3K ﹤0.01%
+32
1112
$3K ﹤0.01%
+100
1113
$3K ﹤0.01%
+27
1114
$3K ﹤0.01%
+75
1115
$3K ﹤0.01%
+50
1116
$3K ﹤0.01%
+101
1117
$3K ﹤0.01%
+47
1118
$3K ﹤0.01%
+200
1119
$3K ﹤0.01%
+23
1120
$3K ﹤0.01%
+19
1121
$3K ﹤0.01%
+102
1122
$3K ﹤0.01%
+29
1123
$3K ﹤0.01%
+380
1124
$3K ﹤0.01%
+188
1125
$3K ﹤0.01%
+18
43 44
45
46 47