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
$297M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.61M
3
+$2.57M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.49M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.98M

Top Sells

1
+$1.06M
2
+$846K
3
+$844K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$810K
5
VTV icon
Vanguard Value ETF
VTV
+$494K

Sector Composition

1 Technology 14.69%
2 Healthcare 3.17%
3 Financials 2.63%
4 Consumer Discretionary 1.74%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.76%
8,551
27
$2.2M 0.74%
17,818
+1,268
28
$2.16M 0.73%
74,983
+31,357
29
$1.95M 0.66%
32,416
30
$1.9M 0.64%
9,396
+194
31
$1.84M 0.62%
375,941
-10,796
32
$1.66M 0.56%
4,076
+64
33
$1.45M 0.49%
7,905
-95
34
$1.38M 0.47%
143,053
35
$1.35M 0.46%
11,403
36
$1.29M 0.44%
47,197
-430
37
$1.24M 0.42%
15,858
38
$1.1M 0.37%
3,034
39
$1.1M 0.37%
6,033
+260
40
$1.06M 0.36%
1,179
+5
41
$969K 0.33%
16,287
42
$958K 0.32%
1,127
+25
43
$947K 0.32%
2,131
-489
44
$916K 0.31%
12,947
+109
45
$914K 0.31%
12,694
-1,813
46
$895K 0.3%
5,130
-411
47
$880K 0.3%
18,138
48
$876K 0.3%
1,739
+132
49
$875K 0.3%
1,984
+51
50
$871K 0.29%
20,985
1
2
3 4 5