HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
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
+$7.64M
2
+$7.51M
3
+$4.21M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.04M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.38M

Top Sells

1
+$601K
2
+$536K
3
+$512K
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 13.29%
2 Financials 3.51%
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
226
$75K 0.02%
+2,130
227
$75K 0.02%
+465
228
$75K 0.02%
+691
229
$75K 0.02%
+2,056
230
$74K 0.02%
+1,365
231
$73K 0.02%
+1,279
232
$72K 0.02%
+24
233
$72K 0.02%
+202
234
$71K 0.02%
+9,128
235
$71K 0.02%
+1,281
236
$70K 0.02%
+2,615
237
$69K 0.02%
+463
238
$69K 0.02%
+119
239
$68K 0.02%
+2,462
240
$67K 0.02%
+434
241
$67K 0.02%
+751
242
$67K 0.02%
+205
243
$67K 0.02%
+1,116
244
$67K 0.02%
+453
245
$67K 0.02%
+125
246
$65K 0.02%
+250
247
$65K 0.02%
+81
248
$64K 0.02%
+2,509
249
$64K 0.02%
+320
250
$63K 0.02%
+1,330
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