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
576
$16K ﹤0.01%
+199
577
$16K ﹤0.01%
+104
578
$16K ﹤0.01%
+216
579
$16K ﹤0.01%
+172
580
$16K ﹤0.01%
+413
581
$16K ﹤0.01%
+399
582
$16K ﹤0.01%
+86
583
$15K ﹤0.01%
+128
584
$15K ﹤0.01%
+333
585
$15K ﹤0.01%
+355
586
$15K ﹤0.01%
+1,011
587
$15K ﹤0.01%
+281
588
$15K ﹤0.01%
+180
589
$15K ﹤0.01%
+192
590
$15K ﹤0.01%
+47
591
$15K ﹤0.01%
+146
592
$15K ﹤0.01%
+569
593
$15K ﹤0.01%
+67
594
$15K ﹤0.01%
+44
595
$15K ﹤0.01%
+235
596
$15K ﹤0.01%
+53
597
$15K ﹤0.01%
+129
598
$15K ﹤0.01%
+161
599
$14K ﹤0.01%
+757
600
$14K ﹤0.01%
+131
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