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
1401
$1K ﹤0.01%
8
+6
1402
$1K ﹤0.01%
14
1403
$1K ﹤0.01%
7
+3
1404
$1K ﹤0.01%
37
+14
1405
$1K ﹤0.01%
16
+14
1406
$1K ﹤0.01%
63
1407
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22
+7
1408
$1K ﹤0.01%
46
+11
1409
$1K ﹤0.01%
9
1410
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82
+42
1411
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17
+1
1412
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1413
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45
1414
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28
+4
1415
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33
-11
1416
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31
+3
1417
$1K ﹤0.01%
37
+13
1418
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34
-4
1419
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66
+24
1420
$1K ﹤0.01%
23
+7
1421
$1K ﹤0.01%
42
+21
1422
$1K ﹤0.01%
16
+15
1423
$1K ﹤0.01%
66
-61
1424
$1K ﹤0.01%
38
+11
1425
$1K ﹤0.01%
47
+12
55 56
57
58 59