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
$297M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.61M
3
+$2.57M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.49M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.98M

Top Sells

1
+$1.06M
2
+$846K
3
+$844K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$810K
5
VTV icon
Vanguard Value ETF
VTV
+$494K

Sector Composition

1 Technology 14.69%
2 Healthcare 3.17%
3 Financials 2.63%
4 Consumer Discretionary 1.74%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$831K 0.28%
2,415
+70
52
$812K 0.27%
30,889
+199
53
$806K 0.27%
891
+46
54
$791K 0.27%
2,533
+5
55
$753K 0.25%
2,014
56
$737K 0.25%
4,040
-586
57
$735K 0.25%
27,321
+10,851
58
$702K 0.24%
1,379
-21
59
$629K 0.21%
3,179
+65
60
$627K 0.21%
3,436
-44
61
$612K 0.21%
11,434
+30
62
$581K 0.2%
4,698
+86
63
$540K 0.18%
973
+23
64
$531K 0.18%
2,024
+59
65
$521K 0.18%
4,640
-21
66
$500K 0.17%
9,440
67
$499K 0.17%
2,506
+38
68
$487K 0.16%
2,959
+121
69
$481K 0.16%
12,117
+99
70
$478K 0.16%
2,456
71
$466K 0.16%
5,922
72
$465K 0.16%
1,860
-289
73
$461K 0.16%
848
-7
74
$458K 0.15%
8,844
75
$447K 0.15%
12,457
-422
1 2
3
4 5