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
$276M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.71M
3
+$1.96M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.89M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.31M

Top Sells

1
+$2.21M
2
+$1.72M
3
+$1.38M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.22M

Sector Composition

1 Technology 13.3%
2 Healthcare 3.64%
3 Financials 2.96%
4 Consumer Discretionary 1.71%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.3%
30,690
52
$821K 0.3%
12,838
53
$808K 0.29%
1,102
-83
54
$781K 0.28%
1,607
-186
55
$719K 0.26%
2,528
-522
56
$694K 0.25%
2,014
57
$693K 0.25%
1,400
+259
58
$658K 0.24%
845
+43
59
$636K 0.23%
3,480
+150
60
$609K 0.22%
4,612
-98
61
$589K 0.21%
11,404
-491
62
$561K 0.2%
2,149
63
$549K 0.2%
1,965
-533
64
$548K 0.2%
3,114
-140
65
$527K 0.19%
4,303
-1,910
66
$514K 0.19%
4,661
-42
67
$514K 0.19%
9,440
-262
68
$505K 0.18%
830
-48
69
$488K 0.18%
8,030
70
$482K 0.17%
8,844
-1,638
71
$480K 0.17%
950
72
$474K 0.17%
12,879
-1,828
73
$474K 0.17%
5,922
74
$461K 0.17%
2,456
75
$461K 0.17%
2,838
+81
1 2
3
4 5