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
351
$38K 0.01%
+485
352
$38K 0.01%
+247
353
$38K 0.01%
+659
354
$38K 0.01%
+1,607
355
$38K 0.01%
+362
356
$37K 0.01%
+75
357
$37K 0.01%
+322
358
$37K 0.01%
+335
359
$37K 0.01%
+500
360
$37K 0.01%
+1,092
361
$37K 0.01%
+346
362
$37K 0.01%
+146
363
$37K 0.01%
+76
364
$36K 0.01%
+259
365
$36K 0.01%
+481
366
$36K 0.01%
+1,266
367
$36K 0.01%
+241
368
$35K 0.01%
+193
369
$35K 0.01%
+391
370
$35K 0.01%
+1,808
371
$35K 0.01%
+691
372
$35K 0.01%
+208
373
$35K 0.01%
+196
374
$35K 0.01%
+135
375
$34K 0.01%
+170
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