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
426
$27K 0.01%
+1,299
427
$27K 0.01%
+493
428
$27K 0.01%
+1,210
429
$27K 0.01%
+1,182
430
$27K 0.01%
+1,214
431
$27K 0.01%
+1,249
432
$27K 0.01%
+122
433
$27K 0.01%
+214
434
$27K 0.01%
+142
435
$27K 0.01%
+445
436
$27K 0.01%
+143
437
$27K 0.01%
+346
438
$27K 0.01%
+48
439
$27K 0.01%
+547
440
$27K 0.01%
+279
441
$26K 0.01%
+343
442
$26K 0.01%
+441
443
$26K 0.01%
+683
444
$26K 0.01%
+2,561
445
$26K 0.01%
+1,077
446
$26K 0.01%
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447
$26K 0.01%
+294
448
$26K 0.01%
+1,778
449
$26K 0.01%
+181
450
$26K 0.01%
+2,836
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