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%
105
-10
1502
$1K ﹤0.01%
63
1503
$1K ﹤0.01%
22
1504
$1K ﹤0.01%
32
-2
1505
$1K ﹤0.01%
167
+57
1506
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137
-1
1507
$1K ﹤0.01%
22
+1
1508
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15
1509
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25
1510
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13
+1
1511
$1K ﹤0.01%
26
+9
1512
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24
-2
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13
+3
1514
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10
+3
1515
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37
+11
1516
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99
-2
1517
– –
-2
1518
$0 ﹤0.01%
132
+22
1519
$0 ﹤0.01%
3
+2
1520
$0 ﹤0.01%
3
-3
1521
$0 ﹤0.01%
+1
1522
$0 ﹤0.01%
25
1523
– –
-1
1524
$0 ﹤0.01%
24
1525
$0 ﹤0.01%
1
-10
59 60
61
62 63