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
651
$14K ﹤0.01%
309
652
$14K ﹤0.01%
519
+138
653
$14K ﹤0.01%
170
+63
654
$14K ﹤0.01%
243
+52
655
$14K ﹤0.01%
670
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656
$14K ﹤0.01%
130
+24
657
$14K ﹤0.01%
38
-38
658
$14K ﹤0.01%
186
+6
659
$14K ﹤0.01%
85
660
$13K ﹤0.01%
96
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661
$13K ﹤0.01%
139
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662
$13K ﹤0.01%
63
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663
$13K ﹤0.01%
341
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664
$13K ﹤0.01%
47
+10
665
$13K ﹤0.01%
34
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666
$13K ﹤0.01%
550
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$13K ﹤0.01%
185
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668
$13K ﹤0.01%
37
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669
$13K ﹤0.01%
72
670
$13K ﹤0.01%
317
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671
$13K ﹤0.01%
76
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672
$13K ﹤0.01%
128
+2
673
$13K ﹤0.01%
791
+175
674
$13K ﹤0.01%
145
+2
675
$13K ﹤0.01%
100
+30
25 26
27
28 29