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
1376
$1K ﹤0.01%
37
-51
1377
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37
+15
1378
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28
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1379
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61
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1380
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1381
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1382
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125
+45
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34
+12
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26
+10
1385
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86
1386
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+79
1387
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32
+5
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111
-1
1389
$1K ﹤0.01%
99
+53
1390
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36
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1392
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8
+3
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22
+7
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64
1395
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23
+11
1396
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11
+3
1397
$1K ﹤0.01%
52
+7
1398
$1K ﹤0.01%
60
1399
$1K ﹤0.01%
61
+39
1400
$1K ﹤0.01%
204
+82
54 55
56
57 58