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
601
$17K ﹤0.01%
53
+34
602
$17K ﹤0.01%
169
+20
603
$17K ﹤0.01%
235
604
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212
+22
605
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175
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163
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607
$17K ﹤0.01%
95
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609
$16K ﹤0.01%
208
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610
$16K ﹤0.01%
174
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611
$16K ﹤0.01%
166
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$16K ﹤0.01%
150
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$16K ﹤0.01%
469
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614
$16K ﹤0.01%
214
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615
$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
112
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623
$16K ﹤0.01%
213
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624
$15K ﹤0.01%
162
+13
625
$15K ﹤0.01%
80
+20
23 24
25
26 27