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
$371M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,808
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$7.51M
3
+$4.21M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.04M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.38M

Top Sells

1
+$601K
2
+$536K
3
+$512K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$466K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$463K

Sector Composition

1 Technology 13.29%
2 Financials 3.51%
3 Healthcare 3.42%
4 Consumer Discretionary 2.43%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.7%
19,586
+1,768
27
$2.52M 0.68%
375,967
+26
28
$2.51M 0.68%
13,483
-636
29
$2.35M 0.63%
8,551
30
$2.07M 0.56%
9,324
-72
31
$1.92M 0.52%
69,958
+42,637
32
$1.89M 0.51%
29,511
-2,905
33
$1.57M 0.42%
3,493
-583
34
$1.42M 0.38%
11,403
35
$1.39M 0.38%
130,101
-12,952
36
$1.36M 0.37%
7,908
+3
37
$1.31M 0.35%
1,183
+4
38
$1.3M 0.35%
46,022
-1,175
39
$1.27M 0.34%
16,051
+193
40
$1.22M 0.33%
16,672
+3,978
41
$1.13M 0.3%
21,290
+305
42
$1.11M 0.3%
2,967
-67
43
$1.06M 0.29%
2,111
-20
44
$1.04M 0.28%
6,097
+64
45
$1.01M 0.27%
16,137
-150
46
$1.01M 0.27%
1,777
+38
47
$998K 0.27%
1,999
+15
48
$984K 0.27%
12,428
-519
49
$966K 0.26%
5,150
+20
50
$927K 0.25%
1,061
-66
1
2
3 4 5