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
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.44M
3
+$2.57M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.53M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.93M

Top Sells

1
+$971K
2
+$914K
3
+$732K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$248K
5
VT icon
Vanguard Total World Stock ETF
VT
+$192K

Sector Composition

1 Technology 13.82%
2 Financials 3.68%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.7%
376,085
+118
27
$2.75M 0.69%
103,464
+33,506
28
$2.55M 0.64%
17,652
+2
29
$2.52M 0.64%
28,352
+292
30
$2.47M 0.62%
8,551
31
$2.32M 0.58%
9,689
+365
32
$1.92M 0.48%
29,511
33
$1.7M 0.43%
3,740
+247
34
$1.59M 0.4%
8,339
+431
35
$1.47M 0.37%
11,403
36
$1.29M 0.32%
6,795
+698
37
$1.27M 0.32%
125,663
-4,438
38
$1.25M 0.31%
46,044
+22
39
$1.22M 0.31%
21,290
40
$1.21M 0.31%
16,051
41
$1.19M 0.3%
2,967
42
$1.19M 0.3%
1,129
-54
43
$1.18M 0.3%
16,415
-257
44
$1.18M 0.3%
2,923
+114
45
$1.16M 0.29%
1,973
+196
46
$1.09M 0.27%
2,087
-24
47
$1.08M 0.27%
2,051
+52
48
$1.03M 0.26%
16,137
49
$1.01M 0.25%
1,098
+37
50
$953K 0.24%
5,151
+1
1
2
3 4 5