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
1351
$1K ﹤0.01%
13
+2
1352
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31
1353
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189
-30
1354
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1357
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49
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1358
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-108
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17
+5
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30
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113
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1362
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48
1363
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29
1364
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176
+10
1365
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65
1366
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59
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1367
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50
-2
1368
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71
+12
1369
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106
+48
1370
$1K ﹤0.01%
9
+5
1371
$1K ﹤0.01%
63
+21
1372
$1K ﹤0.01%
23
+13
1373
$1K ﹤0.01%
125
+88
1374
$1K ﹤0.01%
24
+9
1375
$1K ﹤0.01%
118
+62
53 54
55
56 57