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
1301
$1K ﹤0.01%
+11
1302
$1K ﹤0.01%
+50
1303
$1K ﹤0.01%
+27
1304
$1K ﹤0.01%
+47
1305
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+36
1306
$1K ﹤0.01%
+77
1307
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+123
1308
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+24
1309
$1K ﹤0.01%
+28
1310
$1K ﹤0.01%
+3
1311
$1K ﹤0.01%
+94
1312
$1K ﹤0.01%
+71
1313
$1K ﹤0.01%
+62
1314
$1K ﹤0.01%
+61
1315
$1K ﹤0.01%
+54
1316
$1K ﹤0.01%
+82
1317
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+33
1318
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+106
1319
$1K ﹤0.01%
+101
1320
$1K ﹤0.01%
+43
1321
$1K ﹤0.01%
+9
1322
$1K ﹤0.01%
+125
1323
$1K ﹤0.01%
+36
1324
$1K ﹤0.01%
+40
1325
$1K ﹤0.01%
+10
51 52
53
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