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
$259M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$3.14M
3
+$1.34M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$877K
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$871K

Top Sells

1
+$428K
2
+$389K
3
+$378K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$352K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$292K

Sector Composition

1 Technology 15.16%
2 Healthcare 4.18%
3 Financials 3.71%
4 Consumer Discretionary 1.68%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.26%
4,707
+2,171
52
$675K 0.26%
4,087
53
$650K 0.25%
2,498
+327
54
$635K 0.25%
1,793
-20
55
$626K 0.24%
2,014
-84
56
$602K 0.23%
11,895
-1
57
$600K 0.23%
1,141
+61
58
$567K 0.22%
950
+2
59
$567K 0.22%
3,330
-56
60
$561K 0.22%
6,213
+925
61
$549K 0.21%
10,482
62
$520K 0.2%
2,149
-16
63
$513K 0.2%
4,710
+1,005
64
$505K 0.19%
14,707
-102
65
$505K 0.19%
9,702
66
$479K 0.18%
4,703
-41
67
$468K 0.18%
802
-32
68
$457K 0.18%
2,797
+635
69
$447K 0.17%
5,922
70
$445K 0.17%
8,030
-240
71
$428K 0.17%
36,527
-6,250
72
$427K 0.16%
12,671
+67
73
$427K 0.16%
8,780
-4,090
74
$404K 0.16%
1,732
75
$404K 0.16%
2,757
+95
1 2
3
4 5