HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
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
526
$19K 0.01%
+178
527
$19K 0.01%
+10
528
$18K ﹤0.01%
+647
529
$18K ﹤0.01%
+2,394
530
$18K ﹤0.01%
+1,425
531
$18K ﹤0.01%
+137
532
$18K ﹤0.01%
+92
533
$18K ﹤0.01%
+614
534
$18K ﹤0.01%
+14
535
$18K ﹤0.01%
+211
536
$18K ﹤0.01%
+250
537
$18K ﹤0.01%
+313
538
$18K ﹤0.01%
+143
539
$18K ﹤0.01%
+396
540
$18K ﹤0.01%
+55
541
$18K ﹤0.01%
+134
542
$18K ﹤0.01%
+205
543
$18K ﹤0.01%
+230
544
$18K ﹤0.01%
+337
545
$18K ﹤0.01%
+320
546
$18K ﹤0.01%
+98
547
$17K ﹤0.01%
+82
548
$17K ﹤0.01%
+138
549
$17K ﹤0.01%
+278
550
$17K ﹤0.01%
+278
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