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
401
$31K 0.01%
+115
402
$31K 0.01%
+95
403
$30K 0.01%
+229
404
$30K 0.01%
+145
405
$30K 0.01%
+290
406
$30K 0.01%
+507
407
$30K 0.01%
+1,199
408
$30K 0.01%
+310
409
$30K 0.01%
+224
410
$30K 0.01%
+719
411
$30K 0.01%
+79
412
$29K 0.01%
+247
413
$29K 0.01%
+1,453
414
$29K 0.01%
+195
415
$29K 0.01%
+382
416
$29K 0.01%
+178
417
$28K 0.01%
+268
418
$28K 0.01%
+1,143
419
$28K 0.01%
+289
420
$28K 0.01%
+818
421
$28K 0.01%
+68
422
$28K 0.01%
+292
423
$28K 0.01%
+1,195
424
$28K 0.01%
+963
425
$28K 0.01%
+210
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