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
651
$12K ﹤0.01%
+604
652
$12K ﹤0.01%
+195
653
$12K ﹤0.01%
+6
654
$12K ﹤0.01%
+115
655
$12K ﹤0.01%
+73
656
$12K ﹤0.01%
+235
657
$12K ﹤0.01%
+84
658
$12K ﹤0.01%
+63
659
$12K ﹤0.01%
+172
660
$12K ﹤0.01%
+234
661
$12K ﹤0.01%
+83
662
$12K ﹤0.01%
+71
663
$12K ﹤0.01%
+66
664
$11K ﹤0.01%
+49
665
$11K ﹤0.01%
+42
666
$11K ﹤0.01%
+82
667
$11K ﹤0.01%
+142
668
$11K ﹤0.01%
+188
669
$11K ﹤0.01%
+109
670
$11K ﹤0.01%
+180
671
$11K ﹤0.01%
+27
672
$11K ﹤0.01%
+473
673
$11K ﹤0.01%
+400
674
$11K ﹤0.01%
+282
675
$11K ﹤0.01%
+578
25 26
27
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