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
1401
$1K ﹤0.01%
+71
1402
$1K ﹤0.01%
+11
1403
$1K ﹤0.01%
+9
1404
$1K ﹤0.01%
+50
1405
$1K ﹤0.01%
+172
1406
$1K ﹤0.01%
+30
1407
$1K ﹤0.01%
+46
1408
$1K ﹤0.01%
+105
1409
$1K ﹤0.01%
+36
1410
$1K ﹤0.01%
+11
1411
$1K ﹤0.01%
+19
1412
$1K ﹤0.01%
+29
1413
$1K ﹤0.01%
+94
1414
$1K ﹤0.01%
+11
1415
$1K ﹤0.01%
+14
1416
$1K ﹤0.01%
+15
1417
$1K ﹤0.01%
+104
1418
$1K ﹤0.01%
+94
1419
$1K ﹤0.01%
+30
1420
$1K ﹤0.01%
+59
1421
$1K ﹤0.01%
+12
1422
$1K ﹤0.01%
+40
1423
$1K ﹤0.01%
+12
1424
$1K ﹤0.01%
+20
1425
$1K ﹤0.01%
+660
55 56
57
58 59