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
1176
$3K ﹤0.01%
43
+14
1177
$3K ﹤0.01%
13
+5
1178
$3K ﹤0.01%
50
+18
1179
$3K ﹤0.01%
134
+48
1180
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257
-178
1181
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93
+41
1182
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74
-4
1183
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20
+2
1184
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8
1185
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26
+3
1186
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86
+9
1187
$3K ﹤0.01%
48
+22
1188
$3K ﹤0.01%
36
+10
1189
$3K ﹤0.01%
75
+11
1190
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122
+37
1191
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35
+12
1192
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82
+16
1193
$3K ﹤0.01%
96
+7
1194
$3K ﹤0.01%
49
+1
1195
$3K ﹤0.01%
370
1196
$3K ﹤0.01%
131
+48
1197
$3K ﹤0.01%
205
-49
1198
$3K ﹤0.01%
77
+27
1199
$3K ﹤0.01%
61
1200
$3K ﹤0.01%
73
+30
46 47
48
49 50