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
1201
$3K ﹤0.01%
11
+2
1202
$3K ﹤0.01%
96
+16
1203
$3K ﹤0.01%
120
1204
$3K ﹤0.01%
54
+17
1205
$3K ﹤0.01%
85
+32
1206
$3K ﹤0.01%
260
+111
1207
$3K ﹤0.01%
93
+48
1208
$3K ﹤0.01%
88
1209
$3K ﹤0.01%
39
+10
1210
$3K ﹤0.01%
125
+50
1211
$3K ﹤0.01%
79
+27
1212
$3K ﹤0.01%
47
+9
1213
$3K ﹤0.01%
23
+6
1214
$3K ﹤0.01%
100
1215
$3K ﹤0.01%
34
+11
1216
$3K ﹤0.01%
85
1217
$3K ﹤0.01%
127
+57
1218
$3K ﹤0.01%
51
+4
1219
$3K ﹤0.01%
205
+17
1220
$3K ﹤0.01%
490
+129
1221
$3K ﹤0.01%
75
+26
1222
$3K ﹤0.01%
179
-50
1223
$3K ﹤0.01%
72
+40
1224
$2K ﹤0.01%
89
+10
1225
$2K ﹤0.01%
68
+52
47 48
49
50 51