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
451
$26K 0.01%
+102
452
$25K 0.01%
+144
453
$25K 0.01%
+871
454
$25K 0.01%
+250
455
$25K 0.01%
+362
456
$25K 0.01%
+588
457
$25K 0.01%
+276
458
$25K 0.01%
+541
459
$25K 0.01%
+251
460
$25K 0.01%
+73
461
$25K 0.01%
+150
462
$25K 0.01%
+1,685
463
$24K 0.01%
+231
464
$24K 0.01%
+76
465
$24K 0.01%
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466
$24K 0.01%
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467
$24K 0.01%
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468
$24K 0.01%
+335
469
$24K 0.01%
+594
470
$23K 0.01%
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471
$23K 0.01%
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472
$23K 0.01%
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473
$23K 0.01%
+169
474
$23K 0.01%
+236
475
$23K 0.01%
+194
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