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
1326
$2K ﹤0.01%
62
+28
1327
$2K ﹤0.01%
41
+20
1328
$2K ﹤0.01%
86
+27
1329
$2K ﹤0.01%
40
-9
1330
$2K ﹤0.01%
86
1331
$2K ﹤0.01%
+24
1332
$2K ﹤0.01%
16
+9
1333
$2K ﹤0.01%
64
-2
1334
$2K ﹤0.01%
31
+15
1335
$2K ﹤0.01%
149
+129
1336
$2K ﹤0.01%
33
+12
1337
$2K ﹤0.01%
48
1338
$2K ﹤0.01%
258
-294
1339
$2K ﹤0.01%
62
-15
1340
$2K ﹤0.01%
73
+37
1341
$2K ﹤0.01%
56
+16
1342
$2K ﹤0.01%
34
+9
1343
$2K ﹤0.01%
35
+15
1344
$2K ﹤0.01%
49
+7
1345
$2K ﹤0.01%
63
-2
1346
$2K ﹤0.01%
52
+24
1347
$2K ﹤0.01%
131
-36
1348
$2K ﹤0.01%
18
+11
1349
$2K ﹤0.01%
16
+5
1350
$2K ﹤0.01%
41
+20
52 53
54
55 56