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
$229M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$154K
3
+$113K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78K
5
XOM icon
Exxon Mobil
XOM
+$77.1K

Top Sells

1
+$1.95M
2
+$1.85M
3
+$1.35M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.14M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.02M

Sector Composition

1 Technology 11.72%
2 Healthcare 4.56%
3 Financials 1.94%
4 Utilities 1.61%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,825
102
– –
-48,107
1 2 3 4
5