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
$259M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$3.14M
3
+$1.34M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$877K
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$871K

Top Sells

1
+$428K
2
+$389K
3
+$378K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$352K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$292K

Sector Composition

1 Technology 15.16%
2 Healthcare 4.18%
3 Financials 3.71%
4 Consumer Discretionary 1.68%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.69%
10,518
+1,285
27
$1.4M 0.54%
2,944
-614
28
$1.35M 0.52%
3,792
-74
29
$1.34M 0.52%
+134,301
30
$1.27M 0.49%
47,879
-178
31
$1.26M 0.49%
25,510
+7,280
32
$1.21M 0.47%
8,551
+496
33
$1.2M 0.46%
15,858
-139
34
$1.05M 0.4%
3,109
35
$1.01M 0.39%
13,688
+731
36
$973K 0.38%
1,174
-4
37
$957K 0.37%
2,244
+256
38
$919K 0.35%
3,030
-201
39
$900K 0.35%
6,442
+856
40
$878K 0.34%
3,050
+496
41
$877K 0.34%
+38,582
42
$871K 0.34%
+16,287
43
$871K 0.34%
18,341
-203
44
$838K 0.32%
31,316
45
$833K 0.32%
4,626
-23
46
$809K 0.31%
3,254
+53
47
$784K 0.3%
+30,690
48
$782K 0.3%
1,185
+94
49
$780K 0.3%
12,838
-6,229
50
$763K 0.29%
2,202
+9
1
2
3 4 5