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
601
$14K ﹤0.01%
+82
602
$14K ﹤0.01%
+141
603
$14K ﹤0.01%
+388
604
$14K ﹤0.01%
+161
605
$14K ﹤0.01%
+93
606
$14K ﹤0.01%
+84
607
$14K ﹤0.01%
+182
608
$14K ﹤0.01%
+72
609
$14K ﹤0.01%
+126
610
$14K ﹤0.01%
+149
611
$14K ﹤0.01%
+156
612
$14K ﹤0.01%
+57
613
$14K ﹤0.01%
+342
614
$14K ﹤0.01%
+190
615
$14K ﹤0.01%
+826
616
$14K ﹤0.01%
+219
617
$14K ﹤0.01%
+85
618
$14K ﹤0.01%
+37
619
$14K ﹤0.01%
+235
620
$14K ﹤0.01%
+185
621
$14K ﹤0.01%
+63
622
$14K ﹤0.01%
+78
623
$14K ﹤0.01%
+68
624
$13K ﹤0.01%
+149
625
$13K ﹤0.01%
+284
23 24
25
26 27