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
$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
576
$19K ﹤0.01%
73
+6
577
$19K ﹤0.01%
449
-6
578
$18K ﹤0.01%
218
-117
579
$18K ﹤0.01%
266
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580
$18K ﹤0.01%
672
+103
581
$18K ﹤0.01%
103
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582
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78
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583
$18K ﹤0.01%
82
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584
$18K ﹤0.01%
740
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585
$18K ﹤0.01%
798
-1,596
586
$18K ﹤0.01%
241
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587
$18K ﹤0.01%
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588
$18K ﹤0.01%
99
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589
$18K ﹤0.01%
216
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590
$17K ﹤0.01%
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$17K ﹤0.01%
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592
$17K ﹤0.01%
480
593
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594
$17K ﹤0.01%
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595
$17K ﹤0.01%
14
596
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102
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597
$17K ﹤0.01%
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598
$17K ﹤0.01%
142
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599
$17K ﹤0.01%
462
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600
$17K ﹤0.01%
164
22 23
24
25 26