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
1576
$0 ﹤0.01%
+1
1577
$0 ﹤0.01%
5
+2
1578
– –
-14
1579
$0 ﹤0.01%
29
+24
1580
$0 ﹤0.01%
42
+9
1581
– –
-5
1582
$0 ﹤0.01%
3
-1
1583
$0 ﹤0.01%
3
1584
$0 ﹤0.01%
22
1585
$0 ﹤0.01%
+20
1586
$0 ﹤0.01%
37
+26
1587
$0 ﹤0.01%
13
+3
1588
$0 ﹤0.01%
48
1589
– –
-159
1590
– –
-12
1591
– –
-6
1592
$0 ﹤0.01%
28
+14
1593
$0 ﹤0.01%
+13
1594
$0 ﹤0.01%
4
1595
$0 ﹤0.01%
3
+1
1596
$0 ﹤0.01%
+12
1597
$0 ﹤0.01%
144
+69
1598
$0 ﹤0.01%
13
+4
1599
$0 ﹤0.01%
22
+11
1600
– –
-11
62 63
64
65 66