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
1751
$0 ﹤0.01%
+74
1752
$0 ﹤0.01%
+9
1753
$0 ﹤0.01%
+11
1754
$0 ﹤0.01%
+7
1755
$0 ﹤0.01%
+7
1756
$0 ﹤0.01%
+13
1757
$0 ﹤0.01%
+10
1758
$0 ﹤0.01%
+24
1759
$0 ﹤0.01%
+21
1760
$0 ﹤0.01%
+46
1761
$0 ﹤0.01%
+2
1762
$0 ﹤0.01%
+5
1763
$0 ﹤0.01%
+11
1764
$0 ﹤0.01%
+42
1765
$0 ﹤0.01%
+16
1766
$0 ﹤0.01%
+32
1767
$0 ﹤0.01%
+5
1768
$0 ﹤0.01%
+18
1769
$0 ﹤0.01%
+5
1770
$0 ﹤0.01%
+7
1771
$0 ﹤0.01%
+12
1772
$0 ﹤0.01%
+5
1773
$0 ﹤0.01%
+40
1774
$0 ﹤0.01%
+73
1775
$0 ﹤0.01%
+32
69 70
71
72 73