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
1101
$4K ﹤0.01%
64
+30
1102
$4K ﹤0.01%
16
+4
1103
$4K ﹤0.01%
144
+31
1104
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158
-11
1105
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+66
1106
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75
+27
1107
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107
-12
1108
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93
+40
1109
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18
+8
1110
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132
+35
1111
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22
+12
1112
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82
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1113
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78
+19
1114
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49
1115
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26
+11
1116
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1117
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69
+19
1118
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39
1119
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30
+6
1120
$4K ﹤0.01%
112
1121
$4K ﹤0.01%
62
+26
1122
$4K ﹤0.01%
98
+32
1123
$4K ﹤0.01%
72
1124
$4K ﹤0.01%
122
+20
1125
$4K ﹤0.01%
24
+5
43 44
45
46 47