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
251
$63K 0.02%
+258
252
$62K 0.02%
+852
253
$62K 0.02%
+140
254
$62K 0.02%
+808
255
$62K 0.02%
+396
256
$61K 0.02%
+678
257
$61K 0.02%
+31
258
$61K 0.02%
+260
259
$60K 0.02%
+219
260
$60K 0.02%
+1,149
261
$60K 0.02%
+277
262
$60K 0.02%
+465
263
$60K 0.02%
+334
264
$58K 0.02%
+208
265
$58K 0.02%
+305
266
$57K 0.02%
+926
267
$57K 0.02%
+129
268
$57K 0.02%
+2,000
269
$56K 0.02%
+93
270
$55K 0.01%
+426
271
$55K 0.01%
+166
272
$54K 0.01%
+121
273
$54K 0.01%
+6
274
$53K 0.01%
+216
275
$53K 0.01%
+1,010
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