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
701
$12K ﹤0.01%
78
+25
702
$12K ﹤0.01%
241
+47
703
$12K ﹤0.01%
400
704
$12K ﹤0.01%
42
-1
705
$12K ﹤0.01%
44
+12
706
$12K ﹤0.01%
1,095
707
$12K ﹤0.01%
302
+20
708
$12K ﹤0.01%
150
+45
709
$12K ﹤0.01%
342
710
$12K ﹤0.01%
374
+110
711
$12K ﹤0.01%
98
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712
$12K ﹤0.01%
276
+39
713
$12K ﹤0.01%
580
-2,320
714
$12K ﹤0.01%
60
+2
715
$12K ﹤0.01%
92
+27
716
$12K ﹤0.01%
252
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717
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173
+2
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$12K ﹤0.01%
226
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719
$12K ﹤0.01%
241
720
$12K ﹤0.01%
779
+22
721
$11K ﹤0.01%
96
+19
722
$11K ﹤0.01%
107
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723
$11K ﹤0.01%
138
-2
724
$11K ﹤0.01%
48
+12
725
$11K ﹤0.01%
195
+7
27 28
29
30 31