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
1501
$1K ﹤0.01%
27
-4
1502
$1K ﹤0.01%
69
+13
1503
$1K ﹤0.01%
70
+23
1504
$1K ﹤0.01%
24
+7
1505
$1K ﹤0.01%
62
+28
1506
$1K ﹤0.01%
13
+3
1507
$1K ﹤0.01%
54
1508
$1K ﹤0.01%
25
+19
1509
$1K ﹤0.01%
86
+4
1510
$1K ﹤0.01%
197
+58
1511
$1K ﹤0.01%
2
1512
$1K ﹤0.01%
114
+62
1513
$1K ﹤0.01%
26
1514
$1K ﹤0.01%
75
+26
1515
$1K ﹤0.01%
44
+37
1516
$1K ﹤0.01%
21
+1
1517
$0 ﹤0.01%
7
+3
1518
$0 ﹤0.01%
2
-3
1519
$0 ﹤0.01%
7
-16
1520
$0 ﹤0.01%
46
+10
1521
$0 ﹤0.01%
66
+20
1522
$0 ﹤0.01%
3
+1
1523
$0 ﹤0.01%
2
+1
1524
$0 ﹤0.01%
54
-1
1525
$0 ﹤0.01%
48
-57
59 60
61
62 63