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
1276
$1K ﹤0.01%
+20
1277
$1K ﹤0.01%
+52
1278
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+30
1279
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+7
1280
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+129
1281
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+14
1282
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+23
1283
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+61
1284
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+71
1285
$1K ﹤0.01%
+11
1286
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+9
1287
$1K ﹤0.01%
+50
1288
$1K ﹤0.01%
+172
1289
$1K ﹤0.01%
+11
1290
$1K ﹤0.01%
+19
1291
$1K ﹤0.01%
+29
1292
$1K ﹤0.01%
+94
1293
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+11
1294
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+14
1295
$1K ﹤0.01%
+27
1296
$1K ﹤0.01%
+42
1297
$1K ﹤0.01%
+40
1298
$1K ﹤0.01%
+12
1299
$1K ﹤0.01%
+20
1300
$1K ﹤0.01%
+660
50 51
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