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
1426
$1K ﹤0.01%
+42
1427
$1K ﹤0.01%
+23
1428
$1K ﹤0.01%
+87
1429
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+45
1430
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+5
1431
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+40
1432
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+10
1433
$1K ﹤0.01%
+160
1434
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+72
1435
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+86
1436
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+43
1437
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+9
1438
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+9
1439
$1K ﹤0.01%
+42
1440
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+18
1441
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+68
1442
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+29
1443
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+45
1444
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+53
1445
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+24
1446
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+23
1447
$1K ﹤0.01%
+45
1448
$1K ﹤0.01%
+9
1449
$1K ﹤0.01%
+138
1450
$1K ﹤0.01%
+21
56 57
58
59 60