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
326
$43K 0.01%
+350
327
$42K 0.01%
+432
328
$42K 0.01%
+181
329
$42K 0.01%
+401
330
$42K 0.01%
+687
331
$42K 0.01%
+258
332
$42K 0.01%
+208
333
$42K 0.01%
+261
334
$41K 0.01%
+1,675
335
$41K 0.01%
+378
336
$41K 0.01%
+398
337
$41K 0.01%
+256
338
$41K 0.01%
+114
339
$41K 0.01%
+305
340
$40K 0.01%
+266
341
$40K 0.01%
+999
342
$40K 0.01%
+350
343
$40K 0.01%
+146
344
$39K 0.01%
+297
345
$39K 0.01%
+66
346
$39K 0.01%
+262
347
$39K 0.01%
+480
348
$38K 0.01%
+292
349
$38K 0.01%
+478
350
$38K 0.01%
+567
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