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
1376
$1K ﹤0.01%
+137
1377
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+219
1378
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+14
1379
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+22
1380
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+33
1381
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+68
1382
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+86
1383
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+162
1384
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+21
1385
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+28
1386
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+59
1387
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+29
1388
$1K ﹤0.01%
+53
1389
$1K ﹤0.01%
+32
1390
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+52
1391
$1K ﹤0.01%
+20
1392
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1393
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1394
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+11
1395
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+50
1396
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+27
1397
$1K ﹤0.01%
+47
1398
$1K ﹤0.01%
+36
1399
$1K ﹤0.01%
+77
1400
$1K ﹤0.01%
+123
54 55
56
57 58