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
301
$48K 0.01%
+131
302
$48K 0.01%
+285
303
$48K 0.01%
+97
304
$48K 0.01%
+107
305
$47K 0.01%
+383
306
$47K 0.01%
+617
307
$47K 0.01%
+177
308
$46K 0.01%
+407
309
$46K 0.01%
+524
310
$45K 0.01%
+1,292
311
$45K 0.01%
+541
312
$45K 0.01%
+382
313
$45K 0.01%
+434
314
$45K 0.01%
+466
315
$45K 0.01%
+576
316
$44K 0.01%
+114
317
$44K 0.01%
+164
318
$44K 0.01%
+568
319
$44K 0.01%
+364
320
$44K 0.01%
+404
321
$44K 0.01%
+744
322
$43K 0.01%
+422
323
$43K 0.01%
+465
324
$43K 0.01%
+1,504
325
$43K 0.01%
+356
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