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
1626
$0 ﹤0.01%
10
+6
1627
$0 ﹤0.01%
4
-5
1628
$0 ﹤0.01%
16
1629
$0 ﹤0.01%
9
1630
$0 ﹤0.01%
6
1631
$0 ﹤0.01%
138
1632
– –
-15
1633
$0 ﹤0.01%
3
+1
1634
$0 ﹤0.01%
4
1635
$0 ﹤0.01%
21
1636
$0 ﹤0.01%
2
+1
1637
$0 ﹤0.01%
11
-1
1638
$0 ﹤0.01%
+10
1639
$0 ﹤0.01%
+9
1640
$0 ﹤0.01%
18
1641
$0 ﹤0.01%
30
+3
1642
$0 ﹤0.01%
51
+47
1643
$0 ﹤0.01%
14
+6
1644
$0 ﹤0.01%
20
1645
$0 ﹤0.01%
9
+3
1646
$0 ﹤0.01%
8
+2
1647
$0 ﹤0.01%
4
+1
1648
$0 ﹤0.01%
6
+2
1649
– –
-56
1650
– –
-34
64 65
66
67 68