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
1676
– –
-12
1677
– –
-200
1678
$0 ﹤0.01%
39
-11
1679
$0 ﹤0.01%
8
1680
$0 ﹤0.01%
13
+12
1681
$0 ﹤0.01%
10
1682
$0 ﹤0.01%
26
+1
1683
$0 ﹤0.01%
4
+3
1684
$0 ﹤0.01%
1
1685
– –
-284
1686
– –
-5
1687
– –
-16
1688
$0 ﹤0.01%
6
+1
1689
$0 ﹤0.01%
8
+3
1690
– –
-3
1691
$0 ﹤0.01%
9
1692
$0 ﹤0.01%
15
+1
1693
$0 ﹤0.01%
16
1694
$0 ﹤0.01%
6
+5
1695
$0 ﹤0.01%
35
1696
$0 ﹤0.01%
12
-38
1697
$0 ﹤0.01%
4
1698
$0 ﹤0.01%
5
-6
1699
$0 ﹤0.01%
8
1700
$0 ﹤0.01%
26
66 67
68
69 70