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
1176
$2K ﹤0.01%
+1,317
1177
$2K ﹤0.01%
+15
1178
$2K ﹤0.01%
+23
1179
$2K ﹤0.01%
+105
1180
$2K ﹤0.01%
+29
1181
$2K ﹤0.01%
+49
1182
$2K ﹤0.01%
+17
1183
$2K ﹤0.01%
+48
1184
$2K ﹤0.01%
+18
1185
$2K ﹤0.01%
+34
1186
$2K ﹤0.01%
+8
1187
$2K ﹤0.01%
+43
1188
$2K ﹤0.01%
+20
1189
$2K ﹤0.01%
+19
1190
$2K ﹤0.01%
+114
1191
$2K ﹤0.01%
+47
1192
$2K ﹤0.01%
+129
1193
$2K ﹤0.01%
+343
1194
$2K ﹤0.01%
+340
1195
$2K ﹤0.01%
+91
1196
$2K ﹤0.01%
+108
1197
$2K ﹤0.01%
+32
1198
$2K ﹤0.01%
+50
1199
$2K ﹤0.01%
+122
1200
$2K ﹤0.01%
+43
46 47
48
49 50