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
1201
$2K ﹤0.01%
+48
1202
$2K ﹤0.01%
+47
1203
$2K ﹤0.01%
+22
1204
$2K ﹤0.01%
+80
1205
$2K ﹤0.01%
+37
1206
$2K ﹤0.01%
+45
1207
$2K ﹤0.01%
+26
1208
$2K ﹤0.01%
+57
1209
$2K ﹤0.01%
+24
1210
$2K ﹤0.01%
+32
1211
$2K ﹤0.01%
+115
1212
$2K ﹤0.01%
+120
1213
$2K ﹤0.01%
+38
1214
$2K ﹤0.01%
+53
1215
$2K ﹤0.01%
+10
1216
$2K ﹤0.01%
+21
1217
$2K ﹤0.01%
+13
1218
$2K ﹤0.01%
+29
1219
$2K ﹤0.01%
+52
1220
$2K ﹤0.01%
+127
1221
$2K ﹤0.01%
+48
1222
$2K ﹤0.01%
+25
1223
$2K ﹤0.01%
+39
1224
$2K ﹤0.01%
+72
1225
$2K ﹤0.01%
+42
47 48
49
50 51