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
1151
$3K ﹤0.01%
134
+48
1152
$3K ﹤0.01%
257
-178
1153
$3K ﹤0.01%
35
+12
1154
$3K ﹤0.01%
82
+16
1155
$3K ﹤0.01%
96
+7
1156
$3K ﹤0.01%
49
+1
1157
$3K ﹤0.01%
370
1158
$3K ﹤0.01%
131
+48
1159
$3K ﹤0.01%
205
-49
1160
$3K ﹤0.01%
77
+27
1161
$3K ﹤0.01%
61
1162
$3K ﹤0.01%
73
+30
1163
$3K ﹤0.01%
11
+2
1164
$3K ﹤0.01%
96
+16
1165
$3K ﹤0.01%
120
1166
$3K ﹤0.01%
54
+17
1167
$3K ﹤0.01%
85
+32
1168
$3K ﹤0.01%
260
+111
1169
$3K ﹤0.01%
93
+48
1170
$3K ﹤0.01%
88
1171
$3K ﹤0.01%
39
+10
1172
$3K ﹤0.01%
125
+50
1173
$3K ﹤0.01%
79
+27
1174
$3K ﹤0.01%
47
+9
1175
$3K ﹤0.01%
23
+6
45 46
47
48 49