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
1701
$0 ﹤0.01%
+4
1702
$0 ﹤0.01%
+48
1703
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+3
1704
$0 ﹤0.01%
+26
1705
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1706
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+1
1707
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1708
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1709
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1710
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1711
$0 ﹤0.01%
+75
1712
$0 ﹤0.01%
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1713
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1714
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+25
1715
$0 ﹤0.01%
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1716
$0 ﹤0.01%
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1717
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1718
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1719
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1720
$0 ﹤0.01%
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1721
$0 ﹤0.01%
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1722
$0 ﹤0.01%
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1723
$0 ﹤0.01%
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1724
$0 ﹤0.01%
+6
1725
$0 ﹤0.01%
+4
67 68
69
70 71