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
551
$17K ﹤0.01%
+99
552
$17K ﹤0.01%
+42
553
$17K ﹤0.01%
+66
554
$17K ﹤0.01%
+38
555
$17K ﹤0.01%
+297
556
$17K ﹤0.01%
+164
557
$17K ﹤0.01%
+63
558
$17K ﹤0.01%
+225
559
$17K ﹤0.01%
+87
560
$17K ﹤0.01%
+309
561
$17K ﹤0.01%
+246
562
$17K ﹤0.01%
+777
563
$17K ﹤0.01%
+100
564
$16K ﹤0.01%
+389
565
$16K ﹤0.01%
+193
566
$16K ﹤0.01%
+383
567
$16K ﹤0.01%
+188
568
$16K ﹤0.01%
+296
569
$16K ﹤0.01%
+729
570
$16K ﹤0.01%
+11
571
$16K ﹤0.01%
+3,200
572
$16K ﹤0.01%
+68
573
$16K ﹤0.01%
+63
574
$16K ﹤0.01%
+272
575
$16K ﹤0.01%
+480
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