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
376
$34K 0.01%
+249
377
$34K 0.01%
+431
378
$34K 0.01%
+357
379
$33K 0.01%
+475
380
$33K 0.01%
+380
381
$33K 0.01%
+110
382
$33K 0.01%
+341
383
$33K 0.01%
+101
384
$33K 0.01%
+641
385
$32K 0.01%
+416
386
$32K 0.01%
+645
387
$32K 0.01%
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388
$32K 0.01%
+4,482
389
$32K 0.01%
+518
390
$32K 0.01%
+1,299
391
$32K 0.01%
+484
392
$31K 0.01%
+167
393
$31K 0.01%
+472
394
$31K 0.01%
+1,652
395
$31K 0.01%
+577
396
$31K 0.01%
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397
$31K 0.01%
+227
398
$31K 0.01%
+356
399
$31K 0.01%
+723
400
$31K 0.01%
+239
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