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
1276
$2K ﹤0.01%
71
+35
1277
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59
+16
1278
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8
+4
1279
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30
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1280
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25
+8
1281
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178
+49
1282
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30
+5
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17
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1284
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10
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27
+6
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12
-1
1287
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83
+23
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$2K ﹤0.01%
50
+18
1289
$2K ﹤0.01%
21
+7
1290
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3
+2
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1292
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42
1293
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25
+5
1294
$2K ﹤0.01%
453
+130
1295
$2K ﹤0.01%
88
+5
1296
$2K ﹤0.01%
90
1297
$2K ﹤0.01%
37
+20
1298
$2K ﹤0.01%
54
-8
1299
$2K ﹤0.01%
26
+8
1300
$2K ﹤0.01%
111
+57
50 51
52
53 54