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
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.44M
3
+$2.57M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.53M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.93M

Top Sells

1
+$971K
2
+$914K
3
+$732K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$248K
5
VT icon
Vanguard Total World Stock ETF
VT
+$192K

Sector Composition

1 Technology 13.82%
2 Financials 3.68%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$28K 0.01%
468
+27
452
$28K 0.01%
1,143
453
$28K 0.01%
160
+17
454
$28K 0.01%
81
+17
455
$28K 0.01%
83
+19
456
$28K 0.01%
771
+50
457
$28K 0.01%
279
+43
458
$28K 0.01%
434
+137
459
$28K 0.01%
142
460
$27K 0.01%
251
+4
461
$27K 0.01%
2,773
+212
462
$27K 0.01%
1,276
+350
463
$27K 0.01%
1,182
464
$27K 0.01%
1,214
465
$27K 0.01%
1,249
466
$27K 0.01%
943
-20
467
$27K 0.01%
219
+38
468
$27K 0.01%
379
+66
469
$27K 0.01%
3,001
+165
470
$27K 0.01%
210
471
$27K 0.01%
175
+36
472
$27K 0.01%
258
+49
473
$26K 0.01%
203
+10
474
$26K 0.01%
698
+15
475
$26K 0.01%
1,738
+53
17 18
19
20 21