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
626
$13K ﹤0.01%
+239
627
$13K ﹤0.01%
+74
628
$13K ﹤0.01%
+312
629
$13K ﹤0.01%
+195
630
$13K ﹤0.01%
+381
631
$13K ﹤0.01%
+43
632
$13K ﹤0.01%
+1,095
633
$13K ﹤0.01%
+65
634
$13K ﹤0.01%
+117
635
$13K ﹤0.01%
+143
636
$13K ﹤0.01%
+148
637
$13K ﹤0.01%
+214
638
$13K ﹤0.01%
+258
639
$13K ﹤0.01%
+171
640
$13K ﹤0.01%
+190
641
$13K ﹤0.01%
+143
642
$13K ﹤0.01%
+66
643
$12K ﹤0.01%
+127
644
$12K ﹤0.01%
+61
645
$12K ﹤0.01%
+92
646
$12K ﹤0.01%
+346
647
$12K ﹤0.01%
+60
648
$12K ﹤0.01%
+92
649
$12K ﹤0.01%
+339
650
$12K ﹤0.01%
+120
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