HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.71M
3
+$1.96M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.89M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.31M

Top Sells

1
+$2.21M
2
+$1.72M
3
+$1.38M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.22M

Sector Composition

1 Technology 13.3%
2 Healthcare 3.64%
3 Financials 2.96%
4 Consumer Discretionary 1.71%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.73%
32,416
27
$1.89M 0.68%
+62,448
28
$1.84M 0.67%
9,202
-1,316
29
$1.69M 0.61%
4,012
+220
30
$1.5M 0.54%
16,550
-8,960
31
$1.4M 0.51%
143,053
+8,752
32
$1.34M 0.49%
47,627
-252
33
$1.31M 0.48%
11,403
-10,606
34
$1.31M 0.48%
+43,626
35
$1.27M 0.46%
15,858
36
$1.22M 0.44%
8,000
-551
37
$1.2M 0.43%
1,174
38
$1.05M 0.38%
14,507
+819
39
$1.05M 0.38%
+41,270
40
$1.05M 0.38%
2,620
-489
41
$1.02M 0.37%
3,034
+4
42
$993K 0.36%
5,541
+1,454
43
$956K 0.35%
16,287
44
$932K 0.34%
1,933
-311
45
$900K 0.33%
2,345
+143
46
$896K 0.32%
19,086
-36,630
47
$888K 0.32%
4,626
48
$879K 0.32%
20,985
+108
49
$872K 0.32%
5,773
-669
50
$869K 0.31%
18,138
-203
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