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
276
$53K 0.01%
+2,068
277
$52K 0.01%
+717
278
$52K 0.01%
+292
279
$52K 0.01%
+1,071
280
$52K 0.01%
+269
281
$52K 0.01%
+189
282
$52K 0.01%
+356
283
$52K 0.01%
15,000
284
$52K 0.01%
+391
285
$52K 0.01%
+434
286
$51K 0.01%
+1,148
287
$51K 0.01%
+5,340
288
$51K 0.01%
+2,400
289
$51K 0.01%
+415
290
$51K 0.01%
+112
291
$50K 0.01%
+631
292
$50K 0.01%
+178
293
$50K 0.01%
+973
294
$50K 0.01%
+217
295
$50K 0.01%
+123
296
$49K 0.01%
+539
297
$49K 0.01%
+219
298
$49K 0.01%
+371
299
$49K 0.01%
+399
300
$49K 0.01%
+318
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