HWM
Hemington Wealth Management Portfolio holdings
AUM
$691M
This Quarter Return
+5.71%
1 Year Return
+13.8%
3 Year Return
+56.22%
5 Year Return
–
10 Year Return
–
AUM
$276M
AUM Growth
+$276M
(+6.5%)
Cap. Flow
+$4.02M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
62.38%
Holding
121
New
12
Increased
26
Reduced
52
Closed
8
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.21M |
| 2 |
Carlyle Group
CG
|
$1.72M |
| 3 |
Vanguard Value ETF
VTV
|
$1.38M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.34M |
| 5 |
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% |
