HWM

Hemington Wealth Management Portfolio holdings

AUM $691M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,767
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.36M
3
+$1.95M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.94M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.83M

Top Sells

1
+$4.3M
2
+$2.6M
3
+$1.45M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.03M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$894K

Sector Composition

1 Technology 7.57%
2 Financials 2.45%
3 Healthcare 1.7%
4 Consumer Discretionary 1.62%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWD icon
51
iShares Russell 1000 Value ETF
IWD
$64.4B
$981K 0.14%
5,052
-16
TSLA icon
52
Tesla
TSLA
$1.46T
$979K 0.14%
3,084
-79
DFIC icon
53
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$953K 0.14%
30,655
-35
HD icon
54
Home Depot
HD
$390B
$936K 0.14%
2,555
+72
VUG icon
55
Vanguard Growth ETF
VUG
$195B
$882K 0.13%
2,014
V icon
56
Visa
V
$664B
$873K 0.13%
2,461
+36
NEE icon
57
NextEra Energy
NEE
$174B
$850K 0.12%
12,248
+16
IEMG icon
58
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$840K 0.12%
14,008
+31
NFLX icon
59
Netflix
NFLX
$510B
$822K 0.12%
614
+21
VBR icon
60
Vanguard Small-Cap Value ETF
VBR
$31B
$787K 0.11%
4,040
VTIP icon
61
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$782K 0.11%
15,574
TGLB
62
T. Rowe Price Global Equity ETF
TGLB
$12.9M
$774K 0.11%
+30,245
IBM icon
63
IBM
IBM
$262B
$771K 0.11%
2,618
+134
AMGN icon
64
Amgen
AMGN
$161B
$740K 0.11%
2,652
-47
LLY icon
65
Eli Lilly
LLY
$720B
$737K 0.11%
946
-39
VIG icon
66
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$686K 0.1%
3,356
NUE icon
67
Nucor
NUE
$30.2B
$675K 0.1%
5,214
+3,343
DIS icon
68
Walt Disney
DIS
$199B
$666K 0.1%
5,377
-251
EFV icon
69
iShares MSCI EAFE Value ETF
EFV
$27.4B
$639K 0.09%
10,070
+14
SPY icon
70
SPDR S&P 500 ETF Trust
SPY
$660B
$604K 0.09%
978
ADP icon
71
Automatic Data Processing
ADP
$114B
$572K 0.08%
1,857
+99
AXP icon
72
American Express
AXP
$241B
$550K 0.08%
1,725
+64
WMT icon
73
Walmart
WMT
$859B
$547K 0.08%
5,596
+173
IJH icon
74
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$537K 0.08%
8,673
+8
CVNA icon
75
Carvana
CVNA
$46.1B
$534K 0.08%
1,587
-20
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3
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