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
1651
$0 ﹤0.01%
+2
1652
$0 ﹤0.01%
+66
1653
$0 ﹤0.01%
+11
1654
– –
-5,922
1655
$0 ﹤0.01%
+4
1656
$0 ﹤0.01%
+10
1657
$0 ﹤0.01%
+5
1658
$0 ﹤0.01%
+16
1659
$0 ﹤0.01%
+8
1660
$0 ﹤0.01%
+9
1661
$0 ﹤0.01%
+26
1662
$0 ﹤0.01%
+1
1663
$0 ﹤0.01%
+6
1664
$0 ﹤0.01%
+37
1665
$0 ﹤0.01%
+77
1666
$0 ﹤0.01%
+1
1667
$0 ﹤0.01%
+9
1668
$0 ﹤0.01%
+4
1669
$0 ﹤0.01%
+184
1670
$0 ﹤0.01%
+13
1671
$0 ﹤0.01%
+7
1672
$0 ﹤0.01%
+31
1673
$0 ﹤0.01%
+4
1674
$0 ﹤0.01%
+97
1675
$0 ﹤0.01%
+9
65 66
67
68 69