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
1251
$2K ﹤0.01%
+1,317
1252
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+15
1253
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+23
1254
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+105
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+29
1256
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+49
1257
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+17
1258
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+48
1259
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+18
1260
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+34
1261
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+8
1262
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+43
1263
$1K ﹤0.01%
+4
1264
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+27
1265
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+14
1266
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+35
1267
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+15
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+26
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+80
1270
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+20
1271
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+22
1272
$1K ﹤0.01%
+119
1273
$1K ﹤0.01%
+10
1274
$1K ﹤0.01%
+20
1275
$1K ﹤0.01%
+15
49 50
51
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