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
1501
$0 ﹤0.01%
+5
1502
$0 ﹤0.01%
+8
1503
$0 ﹤0.01%
+8
1504
$0 ﹤0.01%
+49
1505
$0 ﹤0.01%
+14
1506
$0 ﹤0.01%
+19
1507
$0 ﹤0.01%
+26
1508
$0 ﹤0.01%
+8
1509
$0 ﹤0.01%
+1
1510
$0 ﹤0.01%
+16
1511
$0 ﹤0.01%
+31
1512
$0 ﹤0.01%
+5
1513
$0 ﹤0.01%
+6
1514
$0 ﹤0.01%
+4
1515
$0 ﹤0.01%
+4
1516
$0 ﹤0.01%
+52
1517
$0 ﹤0.01%
+84
1518
$0 ﹤0.01%
+39
1519
$0 ﹤0.01%
+37
1520
$0 ﹤0.01%
+28
1521
$0 ﹤0.01%
+9
1522
$0 ﹤0.01%
+18
1523
$0 ﹤0.01%
+27
1524
$0 ﹤0.01%
+4
1525
$0 ﹤0.01%
+8
59 60
61
62 63