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
1126
$4K ﹤0.01%
88
-19
1127
$4K ﹤0.01%
71
-9
1128
$4K ﹤0.01%
25
+13
1129
$3K ﹤0.01%
105
+22
1130
$3K ﹤0.01%
562
+219
1131
$3K ﹤0.01%
61
-28
1132
$3K ﹤0.01%
44
-6
1133
$3K ﹤0.01%
43
+11
1134
$3K ﹤0.01%
558
-124
1135
$3K ﹤0.01%
73
-13
1136
$3K ﹤0.01%
+13
1137
$3K ﹤0.01%
83
+32
1138
$3K ﹤0.01%
45
+16
1139
$3K ﹤0.01%
266
+32
1140
$3K ﹤0.01%
11
+3
1141
$3K ﹤0.01%
42
+13
1142
$3K ﹤0.01%
53
1143
$3K ﹤0.01%
93
+47
1144
$3K ﹤0.01%
55
+21
1145
$3K ﹤0.01%
19
1146
$3K ﹤0.01%
105
+23
1147
$3K ﹤0.01%
17
+4
1148
$3K ﹤0.01%
101
+1
1149
$3K ﹤0.01%
17
+7
1150
$3K ﹤0.01%
29
+9
44 45
46
47 48