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
1301
$2K ﹤0.01%
121
+50
1302
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110
+63
1303
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246
-75
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22
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69
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1307
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38
+8
1308
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113
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1309
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75
+22
1310
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14
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68
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35
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13
+2
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21
+7
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110
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37
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1317
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16
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1318
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52
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1319
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44
-6
1320
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58
+16
1321
$2K ﹤0.01%
43
+13
1322
$2K ﹤0.01%
64
+21
1323
$2K ﹤0.01%
98
+39
1324
$2K ﹤0.01%
103
-10
1325
$2K ﹤0.01%
33
+13
51 52
53
54 55